New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

When you click on the "Tags" field in the Transaction Form, a list of tags opens. The order of this list now matches the order of the tags in the tag setup screen.

See the screenshots below to see how tag order in the admin settings is reflected in the Transaction Form's "Tags" field.

Tag admin settings

Tags drop-down menu in the Transaction Form

--Where can admins set up tags?--

--Where can I find a transaction's Transaction Form?--

When you open a transaction, the Transaction Form opens by default.

Starting today, we're enabling roadmap notifications for everyone. Team admins can then choose to disable the notifications for their entire team, and individuals can decide to disable the notifications just for themselves.

--Where can admins disable roadmap notifications?--

--Where can individual users disable roadmap notifications?--

--What are roadmap notifications?--

In Client Portal, you can set up roadmap steps so that an email notification is sent when the agent completes the step.

We made improvements to the Income report to prevent long load times and timeouts.

--Location of Reports--

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

Previously, when admins created or edited groups, an autosave feature was supposed to save any changes made to the group members or the group name. However, sometimes the autosave would not save all the changes. We've switched out the autosave feature for an actual save button to guarantee that changes will always be saved. Moving forward, when admins create or edit groups, they'll need to click the "Save Group" button when they are done making changes.

--Where can an admin set up (and save changes to) groups?--

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

New features:

Improvements to existing functionality:

Now at the bottom of the Commission Form, you'll find a button that says "Print Primary Agent CDA and Save to Documents Folder." This generates a CDA that only includes splits and commissions for the primary agent.

--Setting Location--

This new button is found in the Commission Form, which you can find by doing the following:

Previously, we had a Y/N field called "Referral" that you could add to your forms. When "Y" was selected, this would label the transaction as a referral and thus prevent it from counting toward Dashboard credit. We've renamed this "Referral" field to "Outbound Referral" for added clarity. It still functions the same as before.

--How do admins add a field to a form?--

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

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

We're adding a new feature to our CINC integration. Now, when users apply the label "Sisu New" to a lead in CINC, this action will cause the CINC Activity in Sisu called "CINC - NEW LEADS" to increase by 1.

--Activities in Sisu--

You can see Activity information on your Dashboard (by scrolling down to the Activity tiles) or via one of the Activity reports (Activity by Agent; Activity Log).

We've made improvements to how the Lead Source ROI by Agent report runs and loads to prevent long loading times and timeout errors.

--Location of This Report--

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

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

Rentals and referrals are NOT counted on the Dashboard, which means that the pacer circles on the Dashboard also won't count them. However, the Appointment Met and Appointment Set pacer circles were the exception. Rentals and referrals WERE still being counted toward those 2 pacer circles.

This is still the case, but for those who do NOT want rentals and referrals to count toward the Appointment Met and Appointment Set pacer circles, we're adding 2 new settings:

Now admins can decide whether or not rentals and referrals will count toward the Appointment Met and Appointment Set pacer circles.

--Location of New Settings--

1. Go to Admin > Team Settings.

2. In the menu on the left, click "Preferences." The Miscellaneous section appears at the top of the screen.

3. Scroll to the bottom of the list of Miscellaneous settings and you'll find the 2 new settings. Click the tooltips for added details.

--How do you tell Sisu that a transaction is a rental or a referral?--

You need to set the "Referral" field or "Rental" field to "Yes."

Recently, we added the ability for admins to set the Default Transaction Page Form for their entire team. (If you need a refresher on this functionality, please click here to see the release note.) The Transaction Form is the Default Transaction Page Form by default; however, admins can choose any of their other forms to be the Default Transaction Page Form.

Previously, if an admin set another form to be the Default Transaction Page Form but wanted to once again make the Transaction Form the default, they just needed to click the "Remove Default Transaction Page Form" link. However, the name of the link was causing confusion, leading some to wonder if clicking the link would delete their Transaction Form. For this reason, we've renamed this link to say "Unassign Default Transaction Page Form."

--Feature Location--

We're now tracking all changes made to custom fields via the API. These changes are now visible in the Transaction History of each transaction.

--How do I get to the Transaction History?--

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

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

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

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

When admins create a new user, they now can control whether or not the Welcome email is sent automatically.

--Feature Location--

We're adding a new setting that gives admins the option to allow TCs to view the Income report. When the setting (Allow TC’s to view Income Report) is enabled, TCs will be able to see the Income report. The setting will be disabled by default.

--Setting Location--

We've added some text to the "Closed Units" tile at the top of the Dashboard: "Calculated after credit splits, rentals, and referrals." This is to make it clear that the number that appears on the "Closed Units" Dashboard tile will exclude certain transactions (like those marked as rentals or referrals), while the "YTD Closed" tile on the Snapshot screen will include ALL transactions. If you click on either tile, you're taken to the Transactions screen. The "Count" tile on this screen shows both numbers: the total number of closed transactions and the number that subtracts out any splits, rentals, or referrals.

Previously, we had an admin setting called "Agent/ISA View of Income Report, Commission Report, and Commission Form" that allowed admins to hide these 3 things from agents and ISAs. But it was all or nothing. Now we've separated the Commission Form out into its own setting so that admins can hide either the reports or the Commission Form if they choose.

--Setting Location--

Previously, if you filtered the Commission Payment report by a secondary agent, it would not show the commission they made as the secondary agent. You had to filter the report by the primary agent in order to see the commission made by secondary agents. We've now improved this report so that you can filter by either a primary or secondary agent. Now, when you filter the report by a secondary agent, you will be able to see all the commission they've made as a secondary agent.

--Location of the Commission Payment Report--

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

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

It's now easier for admins who are part of multiple organizations to select a model team, shared forms, and model agents for each org they're in. This can all be done from a single location in Sisu: Admin > Organization Settings.

Below is a screenshot of what it looks like to set a model team as a user who is part of 2 organizations. As you can see, there's a box for each organization.

The Team Forms screen now has a drop-down to allow users to easily switch between organizations.

--Feature Location--

Previously, the only columns that admins could add to the Summary Dashboard report were for Dashboard metrics (like Appointment Set, Signed, and Closed to name a few). We're now allowing admins to add columns for Activities as well, including custom Activities.

--Where can admins choose which columns appear on the Summary Dashboard report?--

--Report Location--

Previously, you could see the results of past challenges by filtering the Challenges screen by month or year. We're now adding the ability to filter past Challenges by week as well. This allows users to see who was the point leader for any given week.

--Feature Location--

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

New features:

For a list of bug fixes, click here.

Currently, the columns displayed on the Transactions page match the fields from the form that is set as the Default Transactions Page Form. Each user can set their preferred Default Transactions Page Form in their User Profile.

We've now added the ability for team admins to set the Default Transactions Page Form for their entire team. However, each user's individual default preferences will still override team preferences.

--Where can an admin set the Default Transactions Page Form for their team?--

--Where can an agent set their personal preferences for the Default Transactions Page Form?--

--What is the Default Transactions Page Form when none is set by a user?--

If no default is set at the admin level or the individual level, the Default Transactions Page Form is the Transaction Form.

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

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

Recently, we released a new feature that allows admins to set up Sisu notifications so that they're sent directly to a Slack channel of their choice. Previously, admins needed to reach out to support in order for them to enable the feature, but this is no longer the case. Now, any team can set this up without reaching out to our chat team. If you're an admin who would like Sisu notifications sent to Slack, check out this article in our Knowledge Base for detailed step-by-step instructions on how to get it all set up.

With the full release of our Slack Notifications feature, we're now fully deprecating the functionality under Admin > Notifications. Any active notifications under Admin > Notifications have been automatically disabled. You'll still be able to navigate to Admin > Notifications to see the list of old notifications, but you won't be able to enable them or send them out.

Recently we added a new feature to the Summary Dashboard report that allowed for a way to measure the average days between certain status changes. (Click here for a recap of that feature.) We've now decided to include data from Lost transactions in these averages so that this data can be more accurate. We also found that the report was pulling some of these numbers incorrectly. We've fixed this as well.

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

New features in this release:

Improvements in this release:

For a list of bug fixes, click here.

We're adding a checkbox to the top of the Agent / Team Production report that will allow users to include all agents in the report, even those with zero production.

--Feature Location--

As soon as you enable the BoomTown integration, a new field called "BoomTown Contact URL" will become available and admins will be able to add it to any form. When agents open a Sisu transaction that originated from BoomTown, they'll be able to use this field to open the corresponding BoomTown Lead Profile in another tab.

--How do admins add a field to a form?--

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

--How do I use the field once it's been added to a form?--

--Will the field still work if I don't use it right away?--

Yes! We store each BoomTown URL even though the field isn't being used.

Let's say you turn on the BoomTown integration, but you don't add this field to a form for a month. In that time, 10 transactions came from BoomTown to Sisu. When you add the field to a form, you'll still be able to use it to link to each transaction's BoomTown Lead Profile.

--Will this field work for transactions created before this release?--

Unfortunately, not. This link will only work for transactions created in Sisu after January 18th.

We had several users report that the Caps report was missing data. After doing some digging, we found out that these users were selecting the incorrect cap year from the drop-down at the top. To make this report more intuitive, we're changing the wording of the "Cap Year" drop-down to "Cap End Year."

--Example Scenario--

If you select 2023 from the drop-down, the report will show you cap date ranges ending in 2023.

--Location of the "Cap End Year" Drop-down--

If a task list has a trigger date that's more than 5 days in the past, the task list will NOT be assigned to the transaction. You'll still be able to assign the task list manually. We made this change because many users were having problems with task lists being applied when they shouldn't.

--Example Scenario--

Let's say a task list is set to trigger on transactions when the Under Contract date is entered. Then on January 5th, an agent sets a transaction's Under Contract date to December 15th. Since December 15th is MORE than 5 days in the past, the task list won't be applied to that transaction.

--Where does an admin set up task lists?--

--Where do task lists appear in a transaction?--

If a notification task has a trigger date that's more than 5 days in the past, the notification email will NOT be sent. It will appear in the task list with the following verbiage in the Due column: "Backdated, not sent. X days overdue." You'll be able to send the notification manually by clicking the "Send" button to the right of the verbiage. (See screenshot below.) Until the notification is sent, the task will have a status of To Do. We made this change because many users were having problems with notification emails being sent when they shouldn't.

--Example Scenario 1--

Let's say a notification task is set to trigger when the Under Contract date is entered. This notification task is part of a task list that has been added to Sally Hugh's transaction. Then on January 5th, an agent sets Sally's Under Contract date to January 2nd. Since January 2nd is LESS than 5 days in the past, this triggers the notification email to be sent that same day.

--Example Scenario 2--

Using the same scenario outlined above, let's say that on January 5th, an agent sets Sally's Under Contract date to December 15th. Since December 15th is MORE than 5 days in the past, the notification email won't be sent. The agent will have to click the "Send" button to send it.

--Where do tasks appear in a transaction?--

--Where can admins add tasks and edit task triggers?--

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

For a list of improvements, click here.

For a list of bug fixes, click here.

We've added a setting ("Include ROI expenses on the Income report") that allows admin/TC users to choose whether or not ROI expenses are included in the Income report.

Setting Location

Location of the Income Report

You can access all reports, including the Income report, by clicking the "Reports" tab at the top of Sisu.

We're now allowing users to assign admins as the TC of a transaction. This will be helpful for teams where the admin performs TC tasks when there is no designated TC.

Feature Location

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