Every 2 weeks, we push out (or "release") new features, improvements, and bug fixes to our production environment (app.sisu.co). In this article, you can see a history of all those changes for 2023. The most recent release is always at the top, followed by past releases. Use the table of contents to the right to easily jump to past releases.

New features:

For a list of bug fixes, click here.

The ability to set goals is now available in Sisu NEXT! We took the functionality in Classic and reworked it to make goal setting for individuals and teams alike simpler and more customizable. Here are a few new features to get excited about:

Prepare for the new year by setting some goals today!

--Where do I go to set goals?--

In Sisu NEXT, go to Account > Goals.

You can now mark all messages and comments as "read" with the click of a button. We've also added the ability to archive all messages and comments as well.

--Where do I find these new options?--

1. In the sidebar on the left, click "Message Center."

2. At the top, click the options icon. This reveals the new options.

When in a transaction, you can now print the Services tab, which contains a list of vendors and their information. This functionality existed in Classic, and now we're adding it to NEXT.

--How do I print the Services tab?--

1. Go to Transactions > Transactions.

2. Click in-line with a transaction to open it.

3. Click the "Services" tab at the top of the screen.

4. Click the "Print" button at the top to print the list of services.

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

Upcoming Features:

New features:

For a list of bug fixes, click here.

We've been working hard to bring Goals to Sisu NEXT! Be on the lookout over the next couple sprints for new and improved Goals functionality in NEXT. It's almost done!

If you need to use Sisu on the go, download our mobile app so you can access your Dashboard, your transactions, your reports, and your data at any time. The mobile app is available in both the Apple Store (iOS) and the Play Store (Android).

The app is specifically for accessing Sisu NEXT, the newest and fastest version of Sisu. If you don't have access to Sisu NEXT, email Kaela at [email protected] to learn more about how to get access.

--Where can I find quick links to the apps?--

1. On your phone, go to sisu.co/onboarding.

2. The 2 quick links are at the top of the Onboarding page. Click whichever applies to you and the store you need to access.

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

Upcoming features:

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

--Where will I see the Contact tab?--

The Contact tab will appear in the list of navigational sidetabs on the left side of the screen.

Recently, we added an "annualized growth" view to the Snapshot graphs. Now, we've added a "Forecasted" line to these annualized graphs.

--How do I see annualized growth graphs on the Snapshot?--

For more information about these graphs, check out this feature's description from last sprint's release notes.

We've decided to rename the Transaction Form to Transaction Overview to give it some added clarity. The Transaction Overview functions similarly to the forms you create in Sisu (which is why it was called a form for so long), but at the same time, it's different than user-created forms. You can't delete it, change its name, or restrict it from view. It also might not correspond to one of your team's actual forms. It's just a place to house basic transaction information, hence the name change to "overview."

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

Upcoming Features:

New features:

Improvements to existing functionality:

When we add the Admin tab to NEXT, admins and TCs will be able to rename the Team Dashboard and Personal Dashboard.

In Sisu NEXT, you can now send DMs to other users and other groups of users. DMs are only visible to the recipient(s) of the message. You can use the Notifications panel to see DMs or you can go to the Message Center.

--How do I see DMs in the Notifications panel?--

1. Click the bell icon in the top-right corner.

2. The "Direct Messages" tab is selected by default.

--How do I get to the Message Center?--

Click the "Message Center" tab on the left side of the screen.

Now when viewing the graphs on the Snapshot, you can see annualized growth at a glance. At the top of the graph section, click the "Annually" button.

In the annual view, the line graphs show month-over-month aggregated data. So for example, if monthly numbers were 10 for January, 10 for February, and 10 for March of 2021, the annualized growth graph would show 10, 20, and 30 for those first 3 months in 2021. If the line is climbing, you're growing from month to month.

The percents next to the years show the percentage of growth from one year to the next. If there was growth, the percent will be positive and the numbers will be green. If there was no growth, the percent will be negative and the numbers will be red.

--How do I get to the Snapshot screen?--

Click the "Snapshot" tab on the left side of the screen.

In Classic, the Transactions screen showed a Payment Details column. You could click the "View" link to open a pop-up with the payment breakdown from the transaction. We're adding this same column to the Transactions screen in NEXT.

--How do I get to the Transactions screen?--

Go to Transactions > Transactions.

New features:

Improvements to existing functionality:

For a list of bug fixes, click here.

We've added the Snapshot widget to the right of each transaction intake form for a quick glance at important information. It also allows the user to quickly send direct messages, calls, or emails to the client or other team members on the transaction.

--Snapshot Widget Location--

1. Go to Transactions > Transactions. This opens the Transactions screen.

2. Click in-line with a transaction to open it. When the transaction opens, you'll see the widget on the right side of the screen.

When you go to the Task Board, you can pin any tile to the top of its column. Pinned tiles have a flag icon in the bottom-right corner to show they are pinned, and they will stay pinned to the top even as you move them from column to column. You can unpin a tile at any time.

--Where is the Task Board?--

Go to Task Manager > Task Board.

--How do I pin or unpin a tile?--

1. In the Task Board, click the 3 dots (...) in the top-right corner of a tile.

2. Select "Pin to top." This makes a flag icon appear in the bottom-right corner of the tile.

3. To unpin, click the 3 dots again and select "Unpin task."

We've added an "Include Lost" checkbox to the Transaction Filter. You can click the checkbox if you want Lost transactions included when applying a filter.

--Where is the Transaction Filter?--

1. Go to Transactions > Transactions.

2. On the right side of the screen, click the funnel icon. This opens the Transaction Filter.

Previously, users had to add new transactions in Sisu using the Transaction Form. Now, when adding a new transaction, users will have the option to select which form they would like to use.

--How do I add a transaction?--

To learn more about how to add a transaction in Sisu NEXT, check out this article from our Knowledge Base!

To learn more about the status date fields, check out this article in our Knowledge Base!

On the left are available roadmap templates. Click on a template and click the right arrow to add a new roadmap to the transaction. Each template is marked with "All," Buy," or "Sell" so you know which templates are buyer or seller specific.

--How do I Add a New Roadmap to a Transaction?--

1. Go to Transactions > Transactions. This opens the Transaction screen.

2. Click in-line with a transaction to open it.

3. Click the Client Portal tab.

4. Use the picker to move templates over to the Assigned Roadmaps column.

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:

We've added the ability to filter the Transaction Stages Board and the Transaction Statuses Board by buyers, sellers, or all transactions.

--How do I filter one of the Transaction Boards by transaction type?--

1. In NEXT, go to Transactions > Transaction Stages Board (or Transaction Statuses Board).

2. In the top-right corner, click the "Filter by type" drop-down.

3. Select "Buyer" to show only buyer columns. Select "Seller" to show only seller columns.

You can now choose between 3 font weights in Sisu NEXT. This allows you to apply bolding to general text if you choose.

--Feature Location--

1. In Sisu NEXT, go click the cog in the top-right corner.

2. Under Font Weight, you can select any of the 3 weights.

You can now access the new NEXT-specific Knowledge Base from within the platform. Just go to Account > Helpful Resources in Sisu NEXT.

Currently, you can download a spreadsheet of the Transactions screen. We've added a "Created By" column to this spreadsheet so that admins can easily see when each transaction was added to Sisu.

--How do I download a spreadsheet of the Transactions screen?--

1. Go to Transactions > Transactions.

2. If desired, click the funnel icon on the right side of the screen, and apply any filters.

3. Click the download icon to download a spreadsheet of all the transactions currently on the Transactions screen.

Previously, there was a Pending column and an Under Contract column on the Transaction Statuses Board. We've removed the Under Contract column and combined its cards into the Pending column, since Pending is the name of the status that transactions are assigned when under contract.

--Where can I access the Transaction Statuses Board?--

Go to Transactions > Transaction Statuses Board.