Prominent Features Released in 2021:
NEW FEATURE: There's a new endpoint that will check active and used license count
A new endpoint was created to check the license count for a specific team. Agents can't be added to a team unless there are unused active licenses.
NEW FEATURE: We now allow the display order to be set for custom forms
When creating or editing a custom form via API we now allow the ability to set the order of the form fields.
NEW FEATURE: There's a new method that allows GET team commission templates
We've added a new method that allows GET team commission templates. If no template_ID is specified it would return a response of all templates for that team. If a template_ID is specified, the response would include the details of that commission template.
NEW FEATURE: We now allow a transaction to be updated with an associated commission template
This feature allows a client transaction to be updated with a specific commission template.
Documentation (commission template IDs can be retrieved here)
NEW FEATURE: Commissions data can now update via API
This update allows you to do just about anything commission-related via the API that you could in the user interface.
Adding referral adjustments
Adding pre-split adjustments
Adding post-split adjustments
This opens a new realm of possibilities with what could be integrated into Sisu, specifically with any kind of brokerage-owned back office system (like DASH or AccountTech). Moving commission numbers back and forth between these platforms could be very interesting.
Documentation (this is a good starting point)
NEW FEATURE: We've added the ability to create a custom form
Many integrations require the creation of a custom form to ensure that the appropriate fields are being completed and updated. This new enhancement will allow the creation and update of custom forms.
NEW FEATURE: Vendor attributes can now be updated without using the vendor ID
API users can now update a client transaction with vendor information for a vendor that already exists. You can just pass the name, as opposed to having to use the vendor_ID (which requires additional lookups or storage on our side).
Just include the vendor name in the vendor attribute that includes "_vid".
This will do a lookup for that vendor name, and if it doesn't exist, a new vendor will be created with that name in the vendor table.