2022 Feature Releases:

December 1

New feature: You Can Now Filter the Transactions Screen by Inactive Vendors

When using the filter on the Transactions screen, you can now select inactive vendors. Inactive vendors will appear at the bottom of the "Vendor" drop-down's list of vendors. These vendors are in alphabetical order, and each inactive vendor will have a label that says "DISABLED" next it.

Feature Location

  1. Go to Transactions > Transactions.

  2. In the top-right corner, click the filter icon. This opens the transaction filter.

  3. Scroll down to the Vendor section and click the drop-down.

  4. Scroll to the bottom of the list of vendors to see inactive vendors.


Bug Fixes and Performance Enhancements

Internal Employee Note: Each bug fix/enhancement in this section includes relevant ticket numbers so you can reference an original ticket if you need to.

  • Users were reporting many of their transactions missing from the geolocation map. We've fixed this. All transactions now appear on the geolocation map. (6034)

    Note: The geolocation map is updated once a day. If Google doesn't have an address (because of a new construction, for example), the transaction won't appear on the geolocation map.

  • TCs were being assigned to transactions by default even though the "Default TC" setting was set to "None." We've fixed this. (6696)

  • Group coaches were seeing transactions that were assigned to users outside of their groups. We've reviewed and fixed coach permissions so this no longer occurs. (6647)

  • Task lists weren't properly triggering on Pipeline status. We've fixed this. (6550)

  • Previously, inactive agents were excluded from ISA leaderboards. We've fixed this so that both active and inactive agents now appear on the ISA leaderboards. (6519)

  • Previously, when users were filtering the Transactions screen to show closed transactions in 2021, the count for closed transactions wasn't matching up with the number shown on the 2021 view of the Snapshot. This has been fixed. The number of closed units on the Snapshot should match the one found on the Transactions screen. (6311)

  • Previously, when users clicked on the Net Agent Paid Income tile on the Dashboard, it would route them to the Transactions screen, but the date range would always change to "11/1-11/30." We've fixed this so that now the date range applied on the Dashboard will carry over to the Transactions screen when you click any of the Dashboard tiles. (6509)

  • We're removing the option to filter the Transactions screen by Outside Referral since this filter option is no longer functioning. Now if you want to filter the Transactions screen by referrals, you should use the Yes/No filter to filter by the "Referral" field. (6641)

    Note: For help adding the "Referral" field (which is a system field) to a form, check out this article in our Knowledge Base.

  • When agents change the "Status" drop-down in a Transaction Form, they are then prompted to enter a date. A bug was preventing users from entering a date after changing the status. We've fixed this. (6707)



November 16

New features in this release:

For a list of bug fixes and performance enhancements, click here.

All Org Admins Have Download Access

Organization-level admins no longer have to be part of a team to have download access. They'll have download access for every team in the organization and they'll also be able to grant download access to other users.


Additional Metrics for the Summary Dashboard Report

Users can now look at the Summary Dashboard report to see the average number of days it takes an agent to move their transactions through the following status changes:

  • Appt Set to Appt Met

  • Appt Met to Signed

  • Appt Set to Closed

  • Signed to Closed

  • Pipeline to Closed

This helps you understand how fast it takes each agent to move their transactions along.

Report Location

At the top of Sisu, click the "Reports" tab. Then in the menu on the left, click "Summary Dashboard." You'll see a column for each of the 4 averages.

How to Add Columns to the Summary Dashboard Report

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences."

  3. Scroll to the last section on this page called Show the Following Items in Summary Report.

  4. Click the checkboxes to add columns to the Summary Dashboard report.


Changes in How the Transactions Screen Counts Referrals and Rentals

If the "Referral" field or "Rental" field is marked as "Yes" in a form, then the transaction won't count toward any of the tiles at the top of the Transactions screen.

*IMPORTANT*: If you've been creating transaction splits with 100% dashboard attribution for referrals and rentals AND you have the "Rental" field in a form, these splits will need to be removed to prevent duplicate counts for rentals and referrals.

How can I add the "Referral" or "Rental" field to a form?

For help adding one of these system fields to a form, check out this article in our Knowledge Base.


Bug Fixes and Performance Enhancements

Internal Employee Note: Each bug fix/enhancement in this section includes relevant ticket numbers so you can reference an original ticket if you need to.

  • Users were trying to change transactions to the status of "Live Listing," but after entering an MLS live date, the status wouldn't change and the date wouldn't update. This has been fixed. (6398)

  • Previously, when a user marked a task as N/A, the system would label the task as complete. This was causing confusion in Client Portal, because tasks that aren't relevant were showing as completed for the client. We changed this functionality so that when a user marks a task as N/A, it's removed from the task list in the transaction, and it's removed from the corresponding Client Portal roadmap. (6390)



November 2

New features in this release:

For a list of bug fixes and performance enhancements, click here.

Second Client Name Is Now Pulled into the CDA

The second client name will now be automatically pulled into the CDA. In order for this to happen, the "Second Client Name" field must be added to at least 1 form and the field must be filled out.

How do I add a field to a form?

For help adding fields to a form, check out this article in our Knowledge Base.


If You Share a Form, It Now Appears in the Transaction History

Anytime you email form data directly from a transaction in Sisu, the action will be recorded in the Transaction History (see screenshot below).

How do I share form data?

  1. Go to Transactions > Transactions and click on a transaction.

  2. Using the menu on the left, select the form you want to share.

  3. On the right, click the orange "Email Now" button. This will email all form fields to the recipient of your choice.


Bug Fixes and Performance Enhancements

Internal Employee Note: Each bug fix/enhancement in this section includes relevant ticket numbers so you can reference an original ticket if you need to.

  • We fixed an issue where Commission Forms that were certified for payment were becoming decertified on their own. Additionally, in order to help users prevent accidental decertification, we've added a pop-up that appears when a user is about to complete an action that will decertify payment. The pop-up warns "You are about to uncertify for payment" and you have to click "OK" to proceed. (5189)

  • When using the Goal Calculator, after clicking "Calculate" and then "Save Goals," a pop-up appears with the option to either view goals or start over. Users that clicked "Start Over" were getting an error, which has now been resolved. (6420)

  • We've been looking into several reports of task lists being erroneously applied to transactions. Through this research, we found a bug that was causing task lists to be erroneously applied when the Forecasted Closed date was reached, even if someone had already entered a Closed date. This was also causing notification emails to be erroneously sent out. We've fixed this behavior. (6417)

  • We fixed an issue where the "Default Transactions Page Form" field in the User Profile wasn't working. (6360)

  • We fixed an issue where saved transaction filters were defaulting to a date range of 10/1 - 10/31. (6225)

  • For recurring "Everybody Wins" challenges, the "Threshold" and "Threshold Type" weren't being pulled into subsequent challenges causing the challenges to not calculate points as they were supposed to. We've fixed this issue.

    About "Everybody Wins" Challenges: This challenge type gives everybody a chance to win. You set a threshold and any agent who exceeds that threshold is awarded points (For example, everyone who does at least 100 contacts is awarded points). You set the point value you want to be awarded. (6043)

  • After updating commission details on a locked transaction, the transaction would auto-unlock. We've changed this behavior. Now, in order to make any changes to a locked transaction, you must first unlock it. (6004)

  • When admins and TCs were entering dates into view-only forms, they were seeing that certain Date fields, which have a MM/DD/YYYY formatting, were acting like normal Text fields. The calendar that appears when you click on a Date field also wasn't appearing. This issue has been fixed. (5667)

  • We fixed an issue where the "Appt Set By (ISA)" filter on the Transactions screen wasn't working. (5377)



October 19

New features in this release:

For a list of bug fixes and performance enhancements, click here.

Legacy Notifications Will Soon Be Removed

All features under Admin > Notifications will be removed by the beginning of 2023. Until then, you'll be able to edit your existing notifications and they'll continue to be sent out. However, you'll no longer be able to create new notifications. We're making this change to encourage our users to use tasks and task lists to send notifications.


New Merge Fields for Notification Emails

There are 2 new available merge fields that you can add to notification email templates: "TC Phone" and "TC Email." This information will be pulled from TC user profiles when the email is sent.

What are merge fields?

A merge field is a special field that you can add to an email template. When an email is sent, these fields are filled with information that already exists in your forms. For example, let's say you want to use the "First Name" and "Last Name" merge fields in an email template (see below).

Once the notification email that's drawing from that template is sent out, the client's first and last name would appear in place of the merge fields. This means you don't have to manually type in information that already exists in your Sisu forms. Just drop in merge fields, and Sisu will fill them in with current, accurate information when the email is sent.

How can I add merge fields to an email template?

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Notification Templates."

  3. You can either click "Add New" to create a new template or click "Edit" in-line with an existing template.

  4. See the drop-down called "Add Field." This is where you can find a list of all merge fields, including the new ones!

  5. To add a merge field to the body of your email, simply select a merge field from the "Add Field" drop-down menu. This makes the merge field appear in the "Template Content" text box.

    *IMPORTANT*: If you alter the merge field in any way by deleting characters or adding spaces, it will no longer work.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We fixed several issues users were having with the Commission form. (6259, 6269)

  • We fixed an issue with Client Portal where clients were seeing an error when trying to view their roadmap. (6249, 6248)

  • We fixed an issue where appointment set leaderboards for ISAs weren't showing correct counts. (5997)

  • The vendor filter on the Transactions screen wasn't working correctly. We've fixed this. (6049)


October 5

New Feature: We Now Allow 100+ Characters for Custom Field Names

Previously, when users were entering the name of a custom field, the limit was 30 characters. Now you can have custom field names that are well over 100 characters.

How do I create a custom field?

For help creating custom fields, check out this article in our Knowledge Base.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We fixed an issue where the scope on the Goals screen (Account > Goals) would revert back to the team each time a user was selected. (6152)

  • We fixed an issue where certain task lists weren't triggering correctly. (6127)

  • When new transactions were created, the transaction history was showing that the transaction had been certified when it hadn't been. We've corrected this. (6088)

  • We fixed an issue where the Listing Price Changes report wasn't correctly showing all relevant price changes. (6003)

  • In the Reports tab, when users selected the Agent Accountability report, only certain reports would show up in the list of reports on the left. We've fixed this. Now all reports are visible in the list regardless of which report is selected. (5935)


September 21

New features in this release:

For a list of bug fixes and performance enhancements, click here.

We're Adding a New Loan Type

We've added a new loan type: HELOC. Now when you click on the "Loan Type" field in a form, you'll be able to choose "HELOC" as an option.

Note: Remember that for certain fields to appear in your forms, admins must add them. For help adding fields to a form, check out this article in our Knowledge Base.

Feature Location

  1. Go to Transactions > Transaction and click on a transaction to open it.

  2. Using the menu on the left, navigate to the form that has the "Loan Type" field.

  3. Scroll down to the "Loan Type" field. Click on it and select HELOC from the list of loan types.


The Watcher Email Subject Line Can Now Contain Client Address

Previously, when a watcher email was sent to notify a watcher of changes to a form, the subject line always contained the transaction ID. Now we've added a setting under Admin > Team Settings > Preferences that allows admins to have the client's address appear in the subject line of the email instead of the transaction ID. See the Setting Location section below for the full name of the new setting.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences."

  3. Scroll down to the bottom of the Miscellaneous section to find the setting called "Use client address instead of client ID in the subject of watcher's email."

  4. Click the tooltip for more information.

Signing Up to Be a Watcher for a Form

  1. Go to Transactions > Transaction and click on a transaction to open it.

  2. Using the menu on the left, navigate to the form you want to watch.

  3. In the top-right corner of the form, click the eye icon.

  4. Click the "Add Watcher" drop-down and select your name from the list. Now when anyone makes changes to this form, you'll be sent an email notifying you of the changes that were made.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • When you click one of the tiles at the top of the Snapshot, it takes you to the Transaction screen, which is filtered according to the tile you clicked on. When users were then clicking the columns to reorganize the information, it was removing the filters applied to the Transaction screen. This has been fixed. (5927)

  • We fixed an issue where custom multiple choice fields weren't allowing for answer options to be added or edited. (5917)

  • The Income report will now take into account lead source expenses entered under Admin > Lead Sources > Counts and Expenses. Previously, lead source expenses needed to be entered into Admin > Expenses in order for them to appear in the Income report, which led to double entry. This is no longer the case. (5065)

  • When using SkySlope forms, the "Seller Phone" field is now optional. (5245)

  • Now when you run the Commission report for an agent, any commissions made as a secondary agent will now also be visible. (5613)

  • Now appointments set by an ISA for another agent will count toward that agent's "appointment set" numbers. (5998)

  • When organizations were assigning forms from the org level to their affiliated teams, the forms were not properly populating for some of the teams. We have fixed this. (6036)

  • We fixed an issue where phone number fields were losing their formatting when sent in an email using merge fields. (6070)



September 7

New features in this release:

For a list of bug fixes and performance enhancements, click here.

Organizations Can Apply Certain Transaction Filters to All Users

Organization-level users can now select a user and then apply that user's saved transaction filters to all the other users in the organization. All users will be able to use these org-level filters, but they won't be able to edit or delete them.

Feature Location

  1. Go to Admin > Organization Settings.

  2. Make sure a model team has been selected.

  3. In the menu on the left, click "Set Model Agent."

  4. Click the "Agent Name" drop-down to see a list of all the agents on your model team that have saved transaction filters. Select an agent that has the transaction filters that you want applied to other users in the system.

    Note: If none of the agents on your model team have any saved transaction filters, this drop-down will be empty.

  5. Make sure the "Include Filters" checkbox is checked.

  6. Click "Submit." Now all your users will have the same saved transaction filters as your model agent.

Where can I see saved transaction filters?

Hover your cursor over the Transactions tab at the top of Sisu. This makes a list of options appear. Your filters will appear at the bottom of this list.

You can also find saved transaction filters by going to Transactions > Transactions and clicking the funnel icon in the top-right corner of the screen. This opens the Filter sidebar. Saved filters are at the top of the sidebar.


When Emailing Form Data, You Can Select the Second Client As a Recipient

When users are emailing form data from within a Sisu transaction, the "Send To" drop-down now allows you to select the second client as an email recipient.

Feature Location

  1. Go to Transactions > Transactions and click on a transaction to open it.

  2. Navigate to your form of choice and make sure that the "Second Client Email" field is filled out.

    Note: If this field isn't in the form, an admin will have to add it. For help adding fields to a form, check out this article in our Knowledge Base.

  3. On the right side of the screen, click "Email Now." This makes the Share Form Data screen appear.

  4. Click the "Send To" drop-down and then scroll through the list until you find the "Second Client" checkbox. Click the "Second Client" checkbox to make the second client an email recipient.

    Note: If you want the second client's name to appear like in the gif below, an admin needs to add the "Second Client Name" field to the form.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We fixed an error that users were seeing when exceeding the character limit of certain custom fields. (5942)

  • We fixed an issue where users were completing a task for a transaction but it wasn't completing the corresponding task in a Client Portal roadmap. (5785)

  • We fixed an issue where task lists weren't triggering on the selected transaction status. (5653)

  • Users were seeing incorrect agent split totals after adding a dollar amount to the Split Amount Paid field. This has been fixed. (4776)



August 24

New features in this release:

For a list of bug fixes and performance enhancements, click here.

Organizations Can Assign Org-Level Forms to Teams

Organization-level users can now assign out org-level forms by selecting a "model team" and then assigning their forms to other teams in the organization. Team admins won't be able to change or delete these org-level forms.

For a detailed walk-through of this process, check out this article in our Knowledge Base.


ISA Challenges

You can now have ISA Challenges for categories other than just Conversations and Appt Set. The process for creating an ISA Challenge is the same as for other Challenges—the only difference is that admins will select "ISA" as the scope of the challenge.

Feature Location

  1. Go to Admin > Challenges.

  2. Click the "Scope" drop-down and select "ISA."


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • There were 2 fields causing confusion that we have removed: Brokerage/Team Percentage and Agent Split Percentage. These fields were only for reference and weren't pulling information from anywhere in the system. They also weren't affecting other forms or fields in the system. We've decided to hide them from the Add User screen, from the user profile, and from any forms they've been added to. (5655)

  • We've made improvements to the Transaction History screen. Previously, when a form was changed, the Transaction History would show the status of the transaction in its own line, even when it wasn't changed. Now, the transaction will only show up as a line item in the Transaction History screen when it is changed. (5845)

  • Multiple users were having issues with being randomly added as watchers to their transactions. We've corrected this behavior. (5769)

    • Note. If you or your team want to be removed as watchers from your transactions, contact our Customer Success team via the chat bubble in the lower-right corner and they'll take care of you!

  • We fixed an issue where the Transaction Form wasn't saving properly. (5767)

  • We fixed an issue where you couldn't change the date range for the Production and Activity report. (5748)

  • In order to improve the performance of the Agent Accountability report, we've removed the ability to run this report for teams and groups. (5755)

  • We fixed an issue where the Transaction History was claiming that certain updates were made on the website when they were actually made by an integration. (5420)



August 10

New features in this release:

For a list of bug fixes and performance enhancements, click here.

Goal Calculator Improvements

We've made some improvements to the Goal Calculator in order to make it more intuitive and reduce calculation errors.

  • We've changed emphasis from team income to team volume: Previously, both teams and individuals were prompted to enter income goals. Now, teams will be prompted to enter volume goals, while individuals will be prompted to enter income goals.

  • No more rounded calculated goals: Previously, we rounded all calculated goals because one can't set a fraction of an appointment or close on a fraction of a house. However, we've learned that this can cause a variety of difficulties for the user—one being that the monthly calculated goals sometimes weren't adding up to the yearly goal. This is why we've done away with rounding the calculated goals; any calculated goals that are decimals will be displayed as is.

  • We've removed the "Goal Scope" field: The "Goal Scope" field allowed users to change the way the Goal Calculator worked. While this field allowed for a customized experience, it also made it harder to tell how the calculator was calculating goals. This led to problems for some users when they were trying to apply their calculated goals to their team. The Goal Calculator and its calculated goals should now be easier to use.

  • We removed the "Set Goal for a Specific Month" button: While you can no longer set a goal for a specific month, the Goal Calculator will still calculate your monthly goals and save those goals to each month in the Goals screen. You can also use seasonality (the percentages next to each month) in the Goals screen to customize a single month's goals.

Goal Calculator Location

To get to the Goal Calculator, go to Account > Goals Calculator.


Gmail Integration for Notification Emails (Premier Users Only)

Have you ever wanted to have Sisu notification emails sent from your personal Gmail account? Well, now you can.

If a user is assigned to a notification task and has signed up for Gmail integration, the notification email will be sent from the user's Gmail account and not from Sisu. Likewise, all replies will go to the Gmail account that the email was originally sent from, which means that Sisu notification emails can be managed outside of Sisu. Just remember that there won't be any record of the sent email in Sisu. The record will exist only in the user's Gmail account.

Signing Up for Gmail Integration

  1. Go to Account > Profile.

  2. In the Google Gmail Account Integration section, click "Click here."

  3. Enter an email address in the field provided and click "Sign in to Google."

  4. You'll be prompted to select a Gmail account and sign in if you haven't already.

  5. In the window that says "sisu.co wants access to your Google Account," click "Allow." This gives Sisu permission to send emails on your behalf.

Opting Out of Gmail Integration

  1. Go to Account > Profile.

  2. In the Google Gmail Account Integration section, click "Click here."

  3. Click "Revoke Authentication."

Where do I go to specify whose email should be used to send out the notification email?

The "Auto assign to" field in the admin settings determines whose email is used to send the notification email.

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Tasks."

  3. Change the "Task Type" field to "Notification."

  4. See the "Auto assign to" field. The email will be sent from this user's email as long as they've signed up for Gmail integration.

Resources

For more info, see the following articles in our Knowledge Base:


Ability to Download All Documents at Once from a Transaction

Now you can choose to download multiple selected documents or download all documents associated to a transaction.

Feature Location

  1. Go to Transactions > Transactions and click on a transaction to open it.

  2. In the menu on the left, click Documents to open the Documents screen.

  3. At the bottom of the Documents screen, there's an orange "Download Selected" button and a "Download All" button.

    Note. In order to use the "Download Selected" button, you have to select multiple documents by clicking their checkboxes.

  4. When you're ready, click one of the Download buttons. A Zip file containing your documents is then downloaded to your computer's Downloads folder.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We've reordered the columns in the ROI reports to be more intuitive and added the net GCI to the CSV file. (5522)

  • We fixed an issue where the notes were not populating when trying to email form data. (5321)

  • When some users were changing the Required Documents drop-down in a transaction, it was updating the required category for all transactions. We've fixed this. (5307)

  • We've made improvements to the Transaction History screen. Previously, when a form was changed, the Transaction History would give each field in the form its own line item, whether it was changed or not. This was bloating the Transaction History unnecessarily with fields that weren't changed. Now, only fields that are changed will show up in the Transaction History screen. (5396)

  • We fixed the setting "Automatically add transaction watchers." Now when it's disabled, transaction watchers won't be added to newly created transactions. (4810)



July 20

New features in this release:

For a list of bug fixes and performance enhancements, click here.

The Percentage of Total Leads Appears in the ISA Report

When viewing the ISA report, you can see how many leads have achieved each status. Now we've added a percentage to each status breakdown telling you what percentage of the ISA's total leads achieved that status.

In the screenshot below, we can see the stats of a single ISA (Zac). If you look at the Appt Set data, you can tell that 2 leads reached the status of Appt Set within the selected date range (found at the top of the screenshot). The 100% tells you that 2 is the total number of leads in this date range. If you click on Zac's bar, the Transaction screen opens with Zac's 2 leads.

Feature Location

  1. At the top of the screen, click the Reports tab.

  2. In the menu on the left, select the ISA report.

  3. Hover your cursor over any of the bars in the bar graph.


We've Added a New Column to the ROI Reports

We've added a Net GCI column to the lead source ROI reports (Lead Source ROI by Agent and Lead Source ROI by Lead Source).

Reports Location

At the top of the screen, click the Reports tab. Then select one of the ROI reports from the menu on the left.


There's a New Custom Field Type: Active Users

This allows you to create a custom field that's essentially a drop-down menu with all active users. In the gif below, the field Showing Assistant Test is a custom active users field.

Creating Custom Fields and Adding Them to Forms

For help creating custom fields, check out this article in our Knowledge Base.

For help adding fields to a form, check out this article in our Knowledge Base.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We fixed an issue where the presplit adjustments going to the lead agent of the deal were skewing the CDA. (5052)

  • We've enhanced the Agent Accountability report so that it loads faster. (5397)

  • We fixed an issue where the scope was changing whenever users entered Display Mode. (5105)

  • We fixed an issue where data on the Transaction screen and the Dashboard weren't matching in certain situations. (5011)

  • We fixed an issue where transactions were locking before they were supposed to. (4434)

  • The goal calculator wasn't letting people create goals for 2022. We've corrected this. (5067)

  • We made various improvements across the platform to enhance loading times. For example, we've decreased the maximum number of leaderboards that can be displayed at a time in Display mode. You'll also notice that various reports and graphs will default to an individual's data instead of the team's.



July 7

New features in this release:

For a list of bug fixes, click here.

New Payment Details Column on the Transactions Screen

On the Transactions screen, there's a new column available: Payment Details. Click "View" to see commission payment details from the CDA at a glance.


Agent Split Percentages Are More Visible in the Commission Form

In the Commission Form, the agent split percentage now appears in the Agent Splits section next to the dollar amount.

Feature Location

Open a transaction, and then in the menu on the left, click "Commission Form." Scroll down to see the Agent Splits section.


Now You Can Choose Who Is Assigned to Notification-Type Tasks

When creating notification-type tasks, you can now choose who will be assigned to the task when the task list is applied. You can choose either a role or a specific individual as the assignee. This should help prevent unnecessary tasks from appearing in an agent's list of tasks.

Feature Location

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Tasks." The Add Task section appears at the top of the screen.

  3. Click the "Task Type" drop-down and select "Notification."

  4. Under "Task Type," you'll see the "Auto Assign To" field.


You Can Now Select a Custom Email Field As a Recipient for Notification Emails

When creating notification-type tasks, you'll now see your custom email fields as options in the "Email Recipient(s)" field. Notification emails will be sent to all recipients as they do traditionally, but now they'll also be sent to any of the custom email fields selected.

Feature Location

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Tasks." The Add Task section appears at the top of the screen.

  3. Click the "Task Type" drop-down and select "Notification."

  4. Click the "Email Recipient(s)" drop-down, and scroll to the bottom of the list. There you'll find all your custom email fields.

Creating Custom Fields

For help creating custom fields, check out this article in our Knowledge Base.


We've Made Changes to the Mobile Number Field in the User Profile

Now the "Mobile Phone Number" field in the user profile allows for more than 10 digits to account for international numbers.


When Sharing Form Data, You Can Share with Clients

When sharing form data from a transaction, the client of the transaction now appears in the "Send To" field.

Feature Location

  1. Go to Transactions > My Transactions.

  2. Click on a transaction to open it.

  3. On the right side of the screen, click "Email Now." This opens the Share Form Data screen.

  4. Click the "Send To" drop-down, and scroll down to the bottom of the list. There you can select the client associated with the transaction.

    Note. The "Contact Email" field must exist on the form and the client's email must be entered into it. For help adding fields to a form, check out this article in our Knowledge Base.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We made some improvements to the Lead Source ROI reports. We've changed the Pending column to U/C, and we're making sure that Pending numbers don't calculate into closed volume, closed GCI, or gross team income. (4572)

  • We fixed an issue where duplicate notification emails were being sent. (5235)

  • We fixed an issue where the Transaction Form wasn't saving when changing the status from Closed to Pending. (5210)



June 22

New features in this release:

For a list of bug fixes and performance enhancements, click here.

You Can Change Custom Text Fields to Phone Fields

Previously, the field type for a custom field wasn't editable. Now Text-type custom fields can be changed to Phone fields. It's important to note that once you change your custom Text field to a Phone field, you can't change it back.

So why the change?

Previously, Phone-type custom fields didn't exist so users had to create Text fields for their custom phone number fields. Recently, we've added the ability to create custom Phone fields, which have the built-in formatting for phone numbers. Now you can change your custom phone number fields so that they are Phone-type fields.

How do I change my custom Text fields to Phone fields?

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Custom Fields."

  3. Scroll down to the list of custom fields.

  4. In-line with a Text field, click "Edit."

    Note. See the Field Type column to check a custom field's type.

  5. Click the "Type" drop-down, and select "Phone" from the list.

  6. Click "Update."


New Report Available for Organization Admins

We've added a new report called Income - Org by Team that will only be visible if you're an admin of an organization in Sisu. This will allow these admins to pull the income report of each team and get the total amounts.

Reports Location

To access reports, click the "Reports" tab at the top of the screen.


Download a CSV File of Your Vendor List

You can now download a spreadsheet (CSV file) of your vendor list.

Feature Location

Go to Admin > Vendors. The CSV download button is on the right side of the screen.


Bug Fixes and Performance Enhancements

Each bug fix/enhancement in this section includes relevant ticket numbers.

  • We fixed how TC tasks are assigned when there isn't a TC selected for the transaction. Now, if there's no TC on the transaction, tasks assigned to a TC will instead be assigned to an admin. If there isn't an active admin user on the roster, TC tasks will instead be assigned to the agent. (4713)

  • We fixed an issue with duplicate email notifications being sent. (4979)

  • We fixed an issue where tasks from Lost transactions were still being counted as overdue. (4016)

  • We fixed an issue where notification tasks were showing under the Done section of the Task Manager. We've hidden these tasks so they will no longer show up in the Task Manager after the email has been sent. (5145)

  • We've made some improvements to the lead source ROI reports. The Pending column has been renamed to U/C, and numbers related to Pending transactions will no longer be calculated into closed volume closed GCI, and gross team income. (4572).



June 8

New features in this release:

For a list of bug fixes, click here.

Add Integrated Vendors from the Admin > Vendors Screen

Previously integrated vendors had to be added from the transaction. Now you can add integrated vendors just by going to Admin > Vendors.

Feature Location

  1. Go to Admin > Vendors.

  2. In the top-right corner, click "Add Integrated Vendor."


New Task Status!

We've added an optional fourth task status: Not Applicable. If you choose to enable this task status, your agents will be able to mark tasks as Not Applicable. This treats the task as completed but labels them "Not Applicable." This allows agents to complete (and mark as complete) tasks that were applicable to them, while also allowing them to check off tasks that don't apply to them without having to give those tasks a status of Completed.

Enabling the New Task Status

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Task Statuses."

  3. In-line with "Not Applicable," click the "Enable" button.


Task Lists Can Now Be Triggered By Transaction Fields

You can now have a task list triggered when a field in the Transaction form is filled out.

Feature Location

  1. Go to Admin > Tasks.

  2. In the Add List section, click the "Trigger On" drop-down. Then scroll through the list to find transaction fields.


Allow Only 1 Person to Approve and Certify Commissions

With this new feature, you can give 1 person on the team the ability to certify and approve commissions. This would limit other users from making changes and certifying commissions.

Currently, the default is "None." When "None" is selected, any admin or TC user can approve and certify commissions. When someone is selected, only they can approve and certify commissions.

New Setting Location

  1. Go to Admin > Commissions.

  2. In the menu on the left, click "Preferences."

  3. Scroll down to the section called Approve and Certify Commissions.


New Column in the Agent/Team Production Report

We've added an At Bat column to the Agent/Team Production report.

Report Location

To find reports, click the "Reports" tab at the top of the screen.


Team Logo Can Now Be Added to the CDA

If you generate a CDA and you have a logo added as part of your themeing, your logo will appear on the CDA.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • On the Transaction screen, the Primary Contact column will no longer display "0" or "none." (4406)

  • We fixed an issue where daily task reminder emails weren't being sent. (4919)

  • We fixed an issue where merge fields weren't populating for users trying to share a form. (5016)

  • We fixed the way that Sisu counts and calculates price changes. (3980)



May 26

New features in this release:

For a list of bug fixes, click here.

Bulk Delete Documents from a Transaction

After opening a transaction, you can view any associated documents. Now you can bulk delete documents from this place in the system.

Feature Location

  1. Go to Transactions > Transactions, and click on a transaction to open it.

  2. In the menu on the left, click "Documents."

  3. Scroll down to see the list of documents.

  4. Select multiple documents and click "Delete Selected."


New Vendor Types Added

Here's a list of the new vendor types we've added:

  • Operations

  • Home Concierge

  • Marketing

  • Mold Testing

  • Structural Engineer

  • Tree Removal

  • Waterproofing

  • Interior Designer

  • Glass Repair

  • Insulation

  • Locksmith

  • Garage Door Company

  • Referral or Referral Agent

Feature Location

  1. Go to Admin > Vendors.

  2. In the top-right corner of the screen, click "Add Vendor."

  3. Click the "Type" drop-down at the top of the screen.


New Tooltips for Preference Settings

There are now tooltips for each of the Preference settings so that it's more clear what each setting does.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences."


Admins Can Prevent Agents from Adjusting Their Cap Amounts

We've added a new setting called "Allow agents to update Brokerage and Royalty Cap Amounts," which will allow admins to either allow or prevent agents from adjusting the cap amount fields in the user profile.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences."

Location of the Cap Amount Fields

  1. Go to Account > Profile.

  2. Scroll down until you see the Brokerage Cap Amount field and the Royalty Cap Amount field.


New Public Link For Team Challenges

You can now create a public link for active team challenges. For more information about public links, go to the Dashboard Links section (where this new feature is found) and click on the tooltip.

Feature Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences."

  3. Scroll down to the Dashboard Links section.

  4. Click the "Add Link Type" drop-down, and select "Active Team Challenges" from the list.


Notification Emails Can Be Triggered Based Off the Lost Date

You can now set a notification email to be sent based off the date a transaction is lost.

Feature Location

  1. Go to Admin > Tasks.

  2. In the menu on the left, click "Tasks."

  3. Click the "Due" drop-down, and select "Lost Date" from the list.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue with merge fields not showing correctly in notification emails. (4912, 4909)

  • We've made improvements to the Snapshot screen so that it will work better for ISAs. (4151)

  • We fixed an error that users were getting when trying to download the Income report. (4943)

  • We fixed an issue with task lists that weren't triggering. (4613)



May 9

New feature: We've Added an "Agent Split Percentage" Field to the User Profile

There's a new field called "Agent Split Percentage" in the user profile. When you enter a percentage into the "Broker/Team Percent" field, the "Agent Split Percentage" field is filled out automatically.

Feature Location

In the top-right corner of Sisu, click "Account" and then select "Profile" from the drop-down menu.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue that people were having with using the external (public) link to the Dashboard. (4740)

  • We fixed an issue where the title line of task notification emails was a week off. (4425)

  • We fixed an issue where Commission Form memos were not being applied to the CDA. (4252)

  • We've made improvements to tasks with a task type of "Notification." The status of these notification tasks can no longer be manually edited since it's the sending of the notification that completes the task. (4218)

  • We updated the Listing Price Change report so that price changes are only recognized after the transaction has a Signed status. (3980)



April 27

New features in this release:

For a list of bug fixes, click here.

Remove Inactive Users from the "Agent" Field

We've added a setting called "Show inactive agents in transactions 'Agent' select field (non-agent role only)." When enabled, inactive agents appear in the "Agent" drop-down menu.

When disabled, inactive agents won't appear in this drop-down menu. This setting doesn't apply to agents because they don't see the "Agent" drop-down in their forms.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Preferences. The setting is located near the top of the Miscellaneous section.


Customize the "Cap Amount" Fields

We've added the ability to customize the following fields:

  • Brokerage Cap Amount

  • Royalty Cap Amount

Once you change the names of these fields, the change is made system-wide. To customize these fields, do the following:

  1. Go to Admin > Commissions.

  2. In the menu on the left, click "Preferences."

  3. Navigate to the Cap Labels section.


New Column Is Available in the Active Listings & Buyers Report

You can now select the Forecasted Closing Date column to appear in the Active Listings & Buyers report.

Reports Location

To view reports, click the Reports tab at the top of Sisu.


Send Team Notifications to All TCs

Now admins can send a team notification to all their TCs at once.

Feature Location

  1. Go to Admin > Notifications.

  2. In the menu on the left, click "Delivery Settings."

  3. Click the "User" drop-down at the top of the screen and select "All TCs" from the menu.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue where the tasks in task lists were appearing out of order. (4570)

  • We fixed an issue where week 13 Challenge dates were displaying incorrectly. (4476)

  • We fixed an error that users were running into when trying to access Challenges. (4465)

  • We fixed an issue where users were manually sorting the tasks in their task lists and the changes weren't saving. (4398)



April 13

New features in this release:

For a list of bug fixes, click here.

New Ways to Access Client Portal From Sisu

Premier users will now be able to access Client Portal from Sisu. They can access it in either of the following ways:

  • Go to Admin > Client Portal.

    OR

  • When in a transaction, navigate to the menu on the left and click "Client Portal." At the top of the Transaction Details section that appears, click the “Access Client Portal” button.


Choose a Default Form to Appear When Opening a Transaction

Previously, the Transaction Form would always appear by default when opening a transaction (whether new or existing). Now you can choose a different form to appear by default when you open transactions. To change your default form, do the following:

  1. Go to Account > Profile.

  2. Scroll down to the “Default Form” field and select a form.


ISAs Can Now See Their Commissions

ISAs can now see their commissions in the commission reports.

Location

You can access reports by clicking the “Reports” tab at the top of Sisu.


Automatically Add Admins As Transaction Watchers

There’s a new setting, “Automatically add all admins as transaction watchers,” that (when enabled) automatically adds admins as watchers to every newly created transaction. It won't add admins as watchers to existing transactions.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences." This setting is in the Miscellaneous section.

Watchers Location

To locate the list of transaction watchers, do the following:

  1. Open a transaction.

  2. At the top of each form is an eye icon. Click this icon to see a list of watchers or to add watchers manually.


New Field: Primary Contact

When used in the Transaction Form, this field allows you to choose whether the transaction counts toward the agent or the ISA on the Agent Accountability report.


Remove Team from Task Manager Scope

We've added a new setting called "Include team scope in tasks manager." When disabled, the team isn't available in the Task Manager's scope drop-down. This is helpful if you don't want team members to be able to see the entire team's list of tasks.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click "Preferences." This setting is in the Miscellaneous section.

Location of Task Manager

Go to Tasks > Task Manager.


When Zeros Show on Leaderboards, They Also Show on Challenges

We’re updating the setting “Show agent with zero’s in leaderboards” to include challenges as well. So now the setting is renamed “Show agent with zero’s in leaderboards & challenges.” When the setting is enabled, agents with a count of zero will appear in both leaderboards and challenges.

Setting Location

Admin > Team Settings > Preferences

Leaderboard Location

You can access your leaderboards by clicking the “Leaderboards” tab at the top of Sisu.

Challenges Location

You can access your challenges by clicking the “Challenges” tab at the top of Sisu.


Updates to the Integrated Vendors Forms

Team ID and team name now appear at the top of each integrated vendor form.

Location of Integrated Vendor Forms

  1. Open a transaction.

  2. On the left side of the screen, locate the Integrated Vendors section. If any vendors have been added, you can click on them here to open the respective vendor form.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue with the Performance & Conversion report, where it was showing inaccurate percentages. (4501)

  • We fixed a problem some users were having with bulk updating tags. (4442)

  • We fixed an issue with the Task Manager, where the TC was appearing in the “Lead Agent” field. (4438)

  • We fixed an issue where challenge results were showing incorrectly for some users. (4429)

  • We made improvements to the Integrated Vendors section. (4409)

  • We made improvements to the Task Manager to prevent long load times. (4396)

  • We fixed an issue where the Default TC was not being assigned to the TC tasks. (4361)

  • Some users were experiencing duplicate task notifications. We’ve made some improvements in the code to prevent this. (4275)

  • We fixed an issue where tasks that had been deleted were being applied to new transactions. (4219)

  • We fixed an issue where users from different teams were being added as watchers. (4145)

  • Users were reporting inaccurate numbers in the Lead Source ROI by Agent report. We’ve made improvements to the report to prevent this behavior in the future. (4056)



March 23

New Feature: New Display For Group vs. Group Challenges

We’re revamping how Group vs. Group challenges are displayed. Previously, Group vs. Group and individual challenges looked the same, but now Group vs. Group challenges will display differently to highlight groups instead of individuals.

Feature Location

Go to Challenges > Challenges, and then change the Scope drop-down to "Group vs Group."


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue where certain custom fields were not saving changes properly. (4352; 4304)

  • We fixed certain agent leaderboards that weren’t filtering out appointments set by ISAs. We also fixed any resulting filtering issues that this was causing on the Transactions screen. (4297; 4262)

  • We made improvements to the Group vs Group challenges to ensure correct data is showing at all times. (4240)

  • We fixed an issue where users were seeing discrepancies between different scope views of the Agent Accountability report. (4154)

  • We’re adding a % column to the Performance & Conversion report that should have been there. (4017)

  • We fixed an issue where the Snapshot screen and the income monthly summaries were not reporting the same net GCI. (3709)

  • We fixed an issue where “at bats” weren’t being included in the CSV download of the Lead Source ROI by Agent report. (4292)

  • We fixed some discrepancies YTD Closed totals that appear on the Snapshot screen. (3796)



March 9

Features in this release:

For a list of bug fixes, click here.

Split Adjustments in the Commission Form Can Now Update Automatically

Previously, when editing the paid income, GCI, or transaction amount on the Commission Form, you would need to manually edit any split adjustments that had already been entered.

Now we’ve added a setting called “Maintain split amount percentages when transaction amounts change.” When this setting is enabled, split adjustment amounts will update accordingly when you update the paid income, GCI, or transaction amount on the Commission Form. This setting is not enabled by default.

Setting Location

  1. Go to Admin > Commissions.

  2. In the menu on the left, click “Preferences.”


You Can Now Delete Tasks in the Task Manager

In the Task Manager’s Task List, you can now delete tasks.

Feature Location

  1. Go to Tasks > Task Manager.

  2. On the right side of the screen, click the trash can icon.


Custom Fields for Phone Numbers

You can now create custom fields for phone numbers. These fields are formatted so that phone numbers (and only phone numbers) can be entered.

Creating a Custom Field for a Phone Number

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click “Custom Fields.”

  3. Click the “Type” drop-down, and select “Phone.”

  4. Enter a name and then click “Add.”


New “At Bat” Column in the Lead Source ROI by Lead Source Report

In the Lead Source ROI by Lead Source report, we’ve added a new column: At Bat. This column shows the number of leads that each agent had the opportunity to pursue. Since the same lead can be distributed to multiple agents, the At Bat column reflects agent opportunity as opposed to the actual number of leads an agent worked with. This column will be useful in coaching conversations as you discuss what each agent was able to accomplish with the opportunities given to them.

Location of the ROI Reports

  1. At the top of the screen in Sisu, click the “Reports” tab.

  2. In the menu on the left, you can select either of the ROI reports.

How do I enter At Bat numbers for my agents?

  1. Go to Admin > Lead Sources.

  2. Click the “Counts and Expenses” button in-line with a lead source.

  3. Enter At Bat numbers in the section called Agents At Bat Lead Counts.


The Lead Agent's Name Is Now Visible in the Task Manager

In the Task Manager’s Task List, there’s now a Lead Agent column.

Feature Location

Go to Tasks > Task Manager. The Task List is selected by default.


You Can Now Prevent Agents from Viewing GCI in the Active Listings & Buyers Report

The restriction setting “Agent View of GCI on Team Dashboard and Transactions” has been updated to include the Active Listings & Buyers report. The setting is now called “Agent View of GCI on Team Dashboard, Transactions, and Active Listings and Buyers Report.” When this setting is enabled, agents won’t be able to view GCI in the report.

Setting Location

Go to Admin > Team Settings > View Restrictions. This setting is in the section called Snapshot, Dashboard, and Transactions.


Bug Fixes

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue where the Integrated Vendor Details section (normally on the right side of the screen) was not displaying in Beta. (4187)

  • We fixed an issue with the Lead Source ROI by Agent report, where filter preferences weren’t being applied to the downloaded CSV file. (3968)

  • We fixed an issue where a date range was automatically being added to certain Transactions screen filters (Transactions > Transactions). (3945)

  • We fixed an issue where the public link for Group vs Group challenges was not working. (3820)

  • We fixed an issue with the “Closed and Forecasted” filter that’s available on the Transactions screen. (3807)

  • We improved the behavior of the new Default Scope field. (4215)

  • We fixed an issue where challenges weren’t recurring properly when set to do so. (4032)

  • We fixed an issue where appointments set by ISAs were showing up in agent leaderboards. (4207)



February 25

Features in this release:

For a list of bug fixes, click here.

NEW FEATURE: Admins Can Now Restrict Who Can Approve Documents

We’ve added a new setting: "Allow only Admins and TC’s to approve document uploads.” When enabled, agents will not be able to approve their own documents. Only admins and TCs will be able to approve them.

Setting Location

  1. Go to Admin > Team Settings.

  2. In the Team Settings Menu on the left, click "Preferences." The setting is in the Miscellaneous section.


NEW FEATURE: Attorney Information Can Now Be Passed to SkySlope (Buyer's Side Only)

We’ve added attorney information to the SkySlope form in Sisu so you can pass this information from Sisu to SkySlope.

Important! SkySlope only supports attorney information in Buyer transactions. This means you won’t be able to pass attorney information from Sisu to SkySlope for Seller transactions.

SkySlope Form Location

  1. Click on a transaction to open it.

  2. In the Transaction Menu on the left, click “SkySlope.”


UPDATED FUNCTIONALITY: SkySlope Form Improvements

The field “LAC%” (Listing Agent Commission) previously appeared in the SkySlope form for both Buyer and Seller transactions. Now the field will appear as “LAC%” for Seller transactions and “BAC%” for Buyer transactions.

SkySlope Form Location

  1. Click on a transaction to open it.

  2. In the Transaction Menu on the left, click “SkySlope.”


UPDATED FUNCTIONALITY: The "Add Watcher" Agent List Now Shows Agents in Alphabetical Order

The list of agents that appears when trying to select a new watcher is now in alphabetical order.

Location

  1. Click on a transaction to open it.

  2. Click the eye icon at the top of the screen to open the watcher window.

  3. Click the "Add Watcher" drop-down to see a list of agents. These now appear in alphabetical order.


BUG FIXES

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue in Admin > Team Settings > Transactions Stage Board where checkboxes weren’t remaining checked. (4178)

  • We fixed an error that users were getting when trying to look at the Production & Activity report. (4120)

  • We fixed an issue where merged lead sources were not showing correct data in the Lead Sources by Agent report. (4001)

  • We fixed an issue where certain filters for the Transactions screen were adding a date range to the filter criteria even though no date range was selected for the filter (3844; 3768).

  • We fixed an issue where pressing Enter wasn’t saving changes to monthly seasonality percentages on the Goals screen (Account > Goals). (3818)

  • We fixed an issue where @ mentions in task comments were not creating notifications. (3779)

  • We fixed an issue where points weren’t adding up correctly for Group vs Group challenges. (3764)

  • We fixed an issue where post-split adjustments were being based off the GCI and not the adjusted GCI. (3574)



February 10

Features in this release:

For a list of bug fixes, click here.

NEW FEATURE: Agents Can Now Only Update Their Own Tasks

Agents can now only update tasks that are assigned to them. Admins and TCs can still update any task.


NEW FEATURE: Admins Can Allow Agents to Edit Their Own Commission Form

We’ve added a new setting: "Allow Agents to edit their own Commission Form." Admins can enable this setting if they want agents to be able to edit their own commission forms.

Setting Location

Admin > Commission > Preferences


NEW FEATURE: New Buyer/Seller Filter for the Vendor Report

Now when you go to the Vendor report, you’ll see a Transaction Type drop-down that allows you to choose between 3 options:

  • All

  • Buyer

  • Seller

Changing this drop-down filters the report accordingly.

Location

  1. At the top of the screen in Sisu, click the Reports tab.

  2. From the menu on the left, click Vendor. The Transaction Type drop-down is at the top of the report.


NEW FEATURE: Now You Can Set A Default Scope in Sisu

If you’d like your Scope drop-downs, which allow you to filter by organization, team, etc., to always default to your preferred scope, you can set a default in your Sisu profile.

Location

Go to Account > Profile and edit the Default Scope field.


UPDATED FUNCTIONALITY: Legacy Goal Calculator Is No Longer Supported

We’re no longer supporting the Legacy Goal Calculator. However, our new calculator can be found by going to Account > Goal Calculator.

For more information on how to use the new goal calculator, check out this article in our Knowledge Base.


BUG FIXES

  • We fixed an issue where load times for challenges and leaderboards were slow. (3960)

  • We fixed an issue where the setting “Show agent with zeros in leaderboards” wasn’t removing zeros for leaderboards when viewed in the Dashboard’s Display Mode. (4021)

  • We fixed an issue where Groups in Sisu were not saving changes correctly. (3966)

  • We fixed an issue where email notifications were being sent late. (3940)

  • We fixed an issue where the date fields in transactions were defaulting to 2001 when users were manually entering a date. (3893)

  • We fixed an issue where the Lead Source ROI by Agent report wasn’t displaying accurate lead counts. (3831)

  • We fixed an issue where the city and state fields were not autopopulating in the Skyslope form. (3951)

  • We fixed an issue with users were appearing in groups that they’ve been removed from. (3917)

  • We fixed an issue where lead counts on the Counts and Expenses page weren’t matching lead counts in the Lead Source reports. (3755)

  • We fixed an issue where deleted tasks were still appearing in task lists. (3526)



January 26

Features in this release:

For a list of bug fixes, click here.

NEW FEATURE: New Team Commission Field Available for Forms

A new field can be added to your transaction forms: Total Commission %. This field will pull the team’s total commission percent from the commission form, just like the GCI, Gross Agent(s) Paid Income, and Agent Split Percentage fields. It isn’t added to your forms by default.

How to Add a New Field to a Form

To add a field to a form, do the following:

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Forms and Fields.

  3. In-line with a form, click Edit.

  4. In the Available Fields section on the right, use the search bar to find a field (like maybe that cool, new Total Commission % field). Then click the arrow button in-line with the field you want to add.


NEW FEATURE: You Can Filter the Commission Report to See Inactive Agent Information

In the Commission report, you can now use the Agent Status drop-down to filter by active or inactive agents.

Location

  1. At the top of the screen in Sisu, click the Reports tab.

  2. From the menu on the left, select Commission. The Agent Status drop-down is at the top of the report.


NEW FEATURE: You Can Now Download Your User List As a Spreadsheet

You can now download a spreadsheet (a CSV file) of your users. It will include the following columns:

  • First name

  • Last Name

  • Email

  • Role

  • Phone number

  • Team

Location

  1. Go to Admin > Users.

  2. In the top-right corner, click the CSV download button.


UPDATED FUNCTIONALITY: Canadian Provinces Are Now Available When Creating a Vendor

When adding a vendor, you can now select a Canadian province from the State drop-down menu.

Location

  1. Go to Admin > Vendors.

  2. In the top-right corner, click Add Vendor.

  3. Click the State drop-down to select a Canadian province.


UPDATED FUNCTIONALITY: New Columns and Filter in the ROI Reports

The ROI reports (Lead Source ROI by Agent and Lead Source ROI by Lead Source) now have 3 additional columns:

  • Set

  • Met

  • Signed

The Lead Source ROI by Agent report also now lets you filter the report by buyers or sellers via the new Transaction Type drop-down.

Location

  1. At the top of the screen in Sisu, click the Reports tab.

  2. In the menu on the left, you can select either of the ROI reports.


UPDATED FUNCTIONALITY: The Vendor Report Can Filter the Transactions Screen by Vendor Transaction

Now in the Vendor report, the vendors in the All Vendors section are linked. If you click on a vendor, it’ll pull up a filtered Transactions screen, which will only include the transactions that are using that specific vendor.

Location

  1. At the top of the screen in Sisu, click the Reports tab.

  2. Select Vendor from the menu on the left.

  3. Once the report opens, you can filter the report by using the drop-downs at the top. The All Vendors section is below the Top Vendors section.


BUG FIXES

Each bug fix in this section includes relevant ticket numbers.

  • We fixed an issue where males were appearing in the group challenges for females. (3724)

  • We fixed an issue where the Team column wasn’t showing up on the Transactions screen. (3749)

  • We fixed a file import error. (3909)

  • We fixed an error where the system was crashing upon login for certain users. (3883)

  • We fixed an error that users were seeing when they tried to open a transaction. (3881)

  • We fixed an issue where the PDF of the CDA was showing incorrect information. (3732)

  • We fixed an issue where the Transaction Stage field was not appearing as an available field to add to forms. (3645)

  • We fixed an issue where teams that should not have access to task management were getting access. (3641)

  • We've made a number of formatting and editing changes to the existing Welcome email. (3638)

  • We updated the Transaction Stage drop-down menu that appears in forms so that the stages are in the same order as in the settings (Admin > Tasks > Transaction Stages). (3707)

  • We fixed an issue with bullets not saving when users leave comments in a transaction. (3701)



January 12

Features in this release:

For a list of bug fixes, click here.

NEW FEATURE: Integrated Vendors Now Available

By referring someone to an integrated vendor, you can get paid for helping the vendors generate leads. Note that this functionality is only available for transactions taking place in the operating states of our integrated vendors.

Location

Click on a transaction. The Integrated Vendors section is on the left-hand side under the Transaction Menu.

Selecting Integrated Vendors

  1. In Sisu, select a transaction.

  2. On the left side of the screen in the Integrated Vendors section, click Vendor List. This makes a window appear with a list of integrated vendors.

    (gif) clicking on the Vendor List button

  3. Click the check-box to the left of a vendor to select it. Then click Close. The vendor you selected then appears in the Integrated Vendors section.

Signing a Vendor Referral Form

You can sign and send integrated vendor forms directly from Sisu.

  1. Click on a vendor in the Integrated Vendors section. This makes the vendor’s corresponding agreement form appear.

  2. Fill out the form and click Submit. The completed form is then sent to the vendor.

How to Recommend That We Add a New Integrated Vendor

If you don't see a vendor in the Integrated Vendors list that you wish was there, let us know!

  1. In Sisu, select a transaction.

  2. On the left side of the screen in the Integrated Vendors section, click Vendor List. This makes a window appear with a list of integrated vendors.

  3. Click the link below the list of vendors where it says "Not seeing your preferred vendor? Help us connect with them click here."


NEW FEATURE: The Goal Calculator Now Calculates Group Goals

You can now use the Goal Calculator to calculate goals for groups. Groups now appear in the Scope drop-down menu.

Location

To find the Goal Calculator, go to Account > Goal Calculator.

The Scope drop-down is at the top of the screen.

Note. Group goals are not meant to be a sum of each group member's goal.


NEW FEATURE: You Can Now Create ISA Groups, Filter by ISA Groups, and Set Goals for ISA Groups

You can now create groups for your ISAs and mark them as “ISA” in the Sisu. This makes your ISA groups appear in the Scope drop-down under the heading “ISA Groups.”

Now you can filter your Dashboard by ISA groups and set goals for them as well.

Locations

To get to the Goals screen, go to Account > Goals.

To get to the Goals Calculator, go to Account > Goals Calculator.

Setting Up ISA Groups

  1. Go to Admin > Team Settings.

  2. Under the Team Settings Menu, click Groups.

  3. Click the ISA checkbox in-line with a group. The group then appears under the ISA Groups heading. Any group can be marked as an ISA group.


NEW FEATURE: New Information Added to the Goals Screen

We’ve added two information fields to the Goals screen that show a sum of your monthly closed listings and a sum of your monthly closed buyers.

Location

You can get to the Goals screen by going to Account > Goals.


NEW FEATURE: You Can Now Filter the “Lead Sources by Agent” Report by Buyer or Seller

Now when you go to the Lead Sources by Agent report, you’ll see a Transaction Types drop-down that allows you to choose between 3 options:

  • All

  • Buyer

  • Seller

Changing this drop-down filters the report accordingly.

Location

You can find the report by going to the Reports tab and then selecting Lead Sources by Agent from the menu on the left.


NEW FEATURE: Tasks Associated with Lost Transactions Can Be Bulk Removed

When a transaction is marked as Lost, a screen comes up with the following checkbox: “Remove Tasks Associated With This Transaction.” If you click the box and then click Archive, all tasks associated with the transaction are removed at once.


UPDATED FUNCTIONALITY: Bulk Change Feature Added for Tasks

For tasks, you can now make bulk changes to the following columns:

  • Due Date

  • Task Status

  • Assigned To

Location

You can find a transaction’s tasks by opening a transaction and selecting Tasks from the menu on the left.

How Do I Bulk Change Tasks?

  1. Select multiple tasks in a task list. You can do this by clicking the checkbox’s in-line with the tasks.

  2. Click the Bulk Change button.

  3. Select what you want to change from the Bulk Change Type drop-down.


BUG FIXES

  • We fixed an issue with the Goal Calculator where values were not changing as intended when monthly percents were changed. (3765)

  • We fixed an error a user was getting when going to Account > Goals. (3786)

  • We fixed an issue where goals were not showing up on Snapshot graphs. (3769)

  • We fixed an issue where groups selected for challenges weren’t appearing to remain selected. (3763, 3590)

  • We fixed an issue with the Form Type field on the Transactions screen (Transactions > Transactions). (3736, 3689)

  • We fixed an error that users were getting when trying to bulk change certain text fields, like notes, on the Transactions screen. (3650)

  • We fixed an issue where merge fields in the email subject line weren’t populating correctly. (3606)

  • We fixed an issue where a user was getting duplicate search results when using the search bar on the Transactions screen. (3565)

  • We fixed an issue where the setting “Show agent with zero’s in leaderboards” was not working properly. (3528)

  • We fixed an issue where the Lost Reason field was populating incorrectly. (3491)

  • We fixed an issue where phone numbers in email notifications were missing dashes. (3560)

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