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 2024. 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.
August 28
New features:
New Features
Ability To Scroll Through Transactions Within Individual Transaction View
We've added the ability to scroll through transactions while you're already viewing a transaction. This means you don't need to navigate back to the Transactions Page to navigate through your transactions and make edits, you can simply move from one to the next with just one click!
Here's how:
Navigate to your Transactions Page
Set any desired filters (not required)
Click into any transaction
In the upper right hand corner, click the forward and back arrow icons:
You can also utilize the list icon to quickly jump to a specific transaction:
Listing Price Changes Report
The Listing Price Changes Report is a valuable tool for tracking any price changes made on your live listings. By providing a clear overview of these price changes the report enables better decision making and more strategic planning based on market trends.
📙 For more information on this report please check out the KB article here!
ISA By Agent Report
The ISA by Agent Report is an essential tool for monitoring and evaluating the performance of agents who are handling appointments set by an Inside Sales Agent (ISA). This report provides insights into how effectively agents are progressing leads through various transaction statuses.
📙 For more information on this report please check out the KB article here!
Bug Fixes
There was a bug affecting the 'GCI %' and GCI' (calculator) fields that was preventing users from saving any forms these fields were included on. This has been resolved.
Selections made in the default settings (found in Account > Default Settings) “Default Form” and “Default Transactions Page Form” were not fully functioning. We fixed this.
August 15
New features:
Improvements to existing functionality:
New Features
Admin & TC Users: Lead Sources by Status Report Now Available
The Lead Sources by Status Report is now available! Admin & TC users can utilize this report to view how your team's Lead Sources are progressing through transaction statuses. This is a great way to see at what status certain Lead Sources are getting held up in the sales process. The lower section of the report shows how many days (minimum, maximum and average) it took for transactions tied to specific Lead Sources to progress from Pipeline to Closed.
Admin & TC Users: Additional Options Available In Admin > Users
We've added a few options (already available in Classic) to the Edit dropdown when editing users in Admin > Users. You can now select the following:
Log Activity - utilize this action to record Activities for your agents
Change Password - utilize this action to change a user's password on their behalf
History - utilize this page to review login history for any user
Reassign Transactions - utilize this action to reassign transactions from one agent to another
Improvements
Additional Filter Available On Transaction Stages / Statuses Boards
We've added the ability to select exactly which Stages you'd like to view in both the Transaction Stages Board as well as the Transaction Statuses Board. To do so you'll want to select the Filter icon in the upper, right hand corner of the page. From there you can utilize the Stage Lanes filter (if you're using the Transaction Stages Board) or the Status Lanes filter (if you're using the Transaction Statuses Board). Just check the boxes to the left of any Stages or Statuses you'd like to view. Uncheck the box to the left of any you don't wish to view.
Additional Sorting Functionality Added To Send Queue
You can now sort the Transaction Name and Transaction Address columns within the Sent Queue. This allows for more page customization to view the data you're looking for. To sort columns simply click the column header, as shown here:
Admin & TC Users: Team Scope Auto Selected In Reports
We've updated the user scope within all reports to auto select the Team when logged in as an Admin or TC user. The only report excluded from this update is the Agent Accountability Report as it was built to report data based on individual users.
Bug Fixes
Display Mode was not adhering to the scopes selected on the Team/Personal Dashboard. This has been corrected and we have added the option to view Groups and individual users.
The data in some custom fields that were almost identical to existing Sisu default fields were appearing as blank. This has been resolved.
When downloading transactions into a CSV file from the Transaction Page the Status and Transaction Stage fields rendered as 'Object'. We fixed this.
TC users were unable to access various pages located under Admin > Tasks. This has been corrected.
Transactions were listed in more than column on the Transaction Statuses Board. We fixed this.
August 6
New features:
Improvements to existing functionality:
New Features
New Leaderboards Categories Added
We've added 5 new Leaderboard categories based on pending transaction data:
Pending GCI
Pending Volume
Pending Units
Buyers Pending Units
Listing Pending Units
These new Leaderboards can be easily accessed by utilizing the search functionality in the Board scope:
Improvements
"BAC %" and "BAC Amount" Fields Added To Property Details In Client Portal
We've added these 2 fields to the Property Details section within a transaction in the Client Portal. This may be helpful if your MLS does not share these data points.
Minimizing The Tiles On The Transaction Page
Did you know you can minimize the top tiles on the Transactions Page, allowing for a full screen view of your transaction data? You can! Just click this icon found in the upper, right hand corner of the page -
The tiles will now stay minimized even after leaving the page. To maximize the tiles just click the icon again.
The left side menu is also minimized with this action however you can maximize it again by simply clicking the icon found at the bottom of the menu -
To-Do Tasks Now Appear First In Task Manager
When navigating to Task Manager > Task List you'll now see the Status filter is auto selected to view To-Do. This allows you to quickly view your uncompleted tasks!
Bug Fixes
Admin/TC users can customize the fields that display on the Transaction Stages Board. A bug was preventing custom fields from displaying. We corrected this.
When previewing Notification Templates the preview was not rendering font color and paragraph alignment selections made via the editor. This has been resolved.
We fixed 2 bugs with the Agent / Team Production Report
Data was missing in the Pending column.
When selecting a Group in the scope the report generated no results.
Agent users who weren't granted downloading permission were able to download their transactions from the Transaction Page. This issue was resolved.
July 16
Improvements to existing functionality:
Improvements
A More Comprehensive View Of "Payment Details"
We've enhanced the "Payment Details" view from the Transactions Page to now provide a much more comprehensive and detailed view, allowing a quick look into the commission data for any specified transaction.
Bug Fixes
The Payment Details column on the Transaction Page was incorrectly rendering a “No Payment Data Found” message. We fixed this.
The Lead Source scope within the Lead Source ROI by Lead Source Report was malfunctioning. This has been corrected and the scope now functions as expected.
When a user clicked the "Clear All" button in the Transaction Filter within the Transaction Page the selected filters were not clearing. This was corrected.
We corrected a bug that was preventing Agent users from sending documents from the Client Portal.
June 26
New features:
Improvements to existing functionality:
New Features
'Autosend' Feature Added To Task Notifications
We've added a toggle allowing you to decide if a Task Notification should be automatically sent by the system or if it should only be sent manually by a user on your team. This feature is labeled 'Autosend' and you can toggle this on and off when creating new Task Notifications as well as editing existing Task Notifications. This can be done by navigating to Admin > Tasks > Edit Tasks.
Click to send: This selection will disable the Notification from automatically sending and the Notification will only send when manually pushed by a user.
Auto-send: The default selection on any existing Task Notifications. Also the default selection when creating a new Task Notification.
Notification Send Queue & Sent Log Now Available
We've added 2 more pages to the Task Manager - the Send Queue and the Sent Log.
.
The Send Queue offers a lot of great functionality, providing more customization and control with Task Notifications.
The ability to edit a Notification prior to sending (this will not edit your original template/task) -
Manually send a Notification with just one click -
Bulk send Notifications using the checkboxes on the left -
The Sent Log offers a quick view of all Notifications sent out of Sisu. Page scopes provide the ability to filter the page by date and user. You're also able to resend individual Notifications with the Resend button or Bulk Resend using the checkboxes on the left -
Improvements
ISA Now Included On Transaction Snapshot
When a user is selected in the 'Appt Set by (ISA)' field they will now be listed in the transaction Snapshot -
Notification Due Dates Adjusting Per Blackout Days
Due dates on Task Notifications that adhere to business hours have been adjusted to display the day the Notification will send based on the team's selected “Blackout Days". When a due date has been adjusted due to Blackout Days an asterisk will be visible along side the due date. You can hover over the date and a pop up appears letting you know the “Date changed due to Black out dates” -
🔸 Note: Blackout Days can be selected by Admin and TC users by navigating to Admin > Team Settings > Notifications.
Bug Fixes
There was an issue affecting Lead Source filters when using the Cohort filter on the Dashboard. We fixed this.
June 18
New features:
Improvements to existing functionality:
New Features
Cohort Filtering Added To The Performance & Conversion Report
The following additional filtering options are now available on the Performance & Conversion Report:
Status
Include Lost (checkbox)
Lost Reason
Transaction Type
Lead Source Group
Transaction Dates / Cohort Analysis
Lead Source
Stages
Appt Set by ISA
TC
City
State
Postal Code
Yes/No (field types)
Tags
Multiple Choice (field types)
Additional information on the Performance & Conversion Report can be found in this KB article.
Additional Filtering Added To Transaction Stages and Transaction Statuses Boards
All of the filtering options currently available on the Transaction Page have been added to the Transaction Stages Board and the Transaction Statuses Board.
🔸 Note: Saved Filters created in Next will not always be compatible in Classic (ex: Filters using Lead Source Groups are not compatible)
Adding Merge Fields To Notification Subject Line
You can now use merge fields in your Task Notification subject lines!
❓What is a merge field? A merge field can be used to auto-populate data entered into the associated form field.
🔸 Example: If you want to insert your client's first name into the greeting of your email you can use the {{first_name}} merge field. This will pull the client name in from the First Name form field.
Here's how to add them into your Task Notification subject lines:
Navigate to Admin > Tasks > Edit Tasks
Click Add Task to add a new Task Notification
In the Task Type field select Notification
In the Subject Line field start typing in a field name to search and insert a merge field
Click the pencil icon to edit an existing Task Notification
In the Subject Line field start typing in a field name to search and insert a merge field
Display Mode
You can now display Next on your computer and tv screens! Display Mode is accessible all throughout Sisu, just look for it in the top toolbar -
Display slides are as follows: Circles Dashboard, YTD Dashboard, Activities Dashboard, Leaderboards.
Additional information on utilizing Display Mode can be found in this KB article.
Improvements
Additional Recipient Selections When Sharing Forms
When sharing forms an additional selection is now available called 'Transaction Email Addresses'. Any email address associated with the transaction (from user selections, email fields or custom email fields) will populate as a recipient selection here.
Bug Fixes
A link is located at the bottom of the Leaderboards page that allows you to view the active users on your roster who have been selected to be excluded from Leaderboards. The link was unclickable. This has been fixed.
When the 'Include tags in the Transactions screen' preference was disabled in Classic the Tags column was still appearing on the Transaction Page in Next. Now the preference functions correctly in Next.
Web Link type fields did not offer a clickable link button allowing you to quickly navigate to the website in the field. This option has been added.
Some users and clients experienced an issue with the OTP code sent while attempting to access the Client Portal. This issue has been resolved.
Snapshot Dashboard graph selections were reverting in the mobile app after the user exited or logged out of the app. We fixed this.
May 30
New features:
Improvements to existing functionality:
New Features
Lead Source ROI by Lead Source Report
You can access this report by navigating to Reports > Lead Source ROI by Lead Source.
The report lines all of your agents up side by side to see what your ROI is on any particular lead source. It essentially flips the x-axis and y-axis for the Lead Source ROI by Agent report. In order for us to effectively capture this, you MUST make sure that you go to Admin > Lead Sources > Counts and Expenses each month and enter the Expense, Total Lead Count, and Agent Lead Counts.
❗️Currently Lead Source Counts and Expenses is not yet available in Next. As we are working towards releasing this feature please follow the navigational steps in Sisu Classic. Thank you!
Once you've done this, you will be able to drill down and view this information for all agents for any lead source. This is also presented visually at the bottom of the page.
About ROI Percentage: We calculate ROI percentage using the following equation: ((Net Team GCI - Expenses) / Expenses)*100. When the ROI percentage is below 100%, the number should be red. Above 100% means you're making money, while below 100% means you're losing money.
About the "At Bat" Column: Remember that the At Bat column reflects all leads that an agent had the opportunity to pursue. Since the same lead can be distributed to multiple agents, the At Bat number reflects agent opportunity as opposed to the actual number of leads an agent worked with.
Improvements
Additional Client Portal Customization
We've added some new fields to the team profile (accessible by Admin and TC users) which can be found by navigating to Admin > Team Settings > Profile.
You can now select a Primary Team owner, add a custom label for the Team Owner and the Agent. Selections here will be displayed in the Client Portal.
This is helpful if the MLS rules in your state require that all client facing materials and/or marketing must show the agent as the “Co-Agent” and the team lead as the Agent of record.
Client 'Team Selector' On Client Portal Login Page
When a contact is apart of multiple Sisu teams they will now have the ability to choose the team they're currently working with when logging into the Client Portal.
“Order by Date” Checkbox Added To Client Portal Roadmaps
We've added a checkbox on the Client Portal Roadmaps that allows you to reorder the Roadmap Steps by due date.
Bug Fixes
The 'Transaction Stage' column was populating on the Transaction Page even when the 'Include stages in the Transactions screen' preference was disabled. We corrected this.
We corrected an isolated issue related to viewing transactions that stemmed from users existing on multiple teams.
Leaderboards that were selected as 'Agent Restricted' were still viewable by Agent users. We fixed this.
There was an issue with changing the display order of Steps in the Client Portal. We corrected this.
May 8
Improvements to existing functionality:
Improvements
Dashboard Default Date Range ‘This Month’
We changed the default date range to ‘This Month’ for all Dashboards.
Data Is Now Clickable On The CEO Dashboard
Users now have the ability to click data points on the CEO Dashboard, which will route to the associated transactions on the Transaction Page.
*Please note that we have a known issue with the Pending data click throughs. This
is scheduled to be resolved with the next Product Release (appx. 2 weeks).
Updated the ‘Include ROI expenses on the Income Report’ Preference
The preference ‘Include ROI expenses on the Income Report’ has been updated to include the Admin Dashboard.
Additional Formatting Added When Emailing Forms
When a user sends an email from a transaction form, the formatting has been updated to include bold font, bullet points and paragraphs.
Client Portal Roadmap Steps now in Chronological Order
When a Roadmap is applied to a Client in the Client Portal the Roadmap Steps will always appear in chronological order as transaction dates are added.
Enhancements with the Documents Tab Within a Transaction
When you navigate to the Documents Tab within a transaction it will now default to the Line view (rather than the Folder view). You will also be able to assign the Document Type, Approve or Reject the document in line view.
You can click “Folder View” to adjust the view back.
You can click the “Required” box to open the Required Document list and view which documents have been approved or rejected.
The Income Report is Available in Next
You will now have access to view the Income Report in Next.
Enhancements have been made to include Secondary Agent Income and any income Users receive when they are marked as an “Entity” on the Commission Form.
Admins and TC’s will be able to see Secondary Agent and Entity income in the “Totals” table at the bottom of the report when viewing the “Team” scope. Note that you will only see the Net Income- not the transaction data. That will remain visible for the Lead Agent only.
They will also be able to see it when selecting to view an individual user in the scope.
Users will see the additional income when they view their individual Income Reports:
Bug Fixes
The data in ‘Amount’ type fields was not included when users were sending emails by clicking ‘Share Form’. This has been corrected.
Some Vendors were not displayed in the line view on the Transactions Page. We corrected this.
There was an issue affecting the Task Manager and stemming from a user existing in multiple teams at once. The Task Manager included all Tasks associated with that user no matter which team the user was currently working in. We resolved this.
Columns on the Transaction Page were only sorting in one direction. We fixed this
When users were editing Roadmap Steps applied to Clients in the Client Portal the Step order was changing erroneously. This has been corrected.
April 24
New features:
Improvements to existing functionality:
New Features
A Second Client Can Log into Client Portal
Users will be able to send a Welcome Email to a second contact's email address. The second contact will then be able to use their credentials to log in. This is only available on Sisu NEXT!
⚠️ Important Note!
Make sure you've added the following fields to a transaction form:
Second Contact Name
Second Contact Email
Second Contact Phone
If these fields aren't accurately filled in, the second contact won't be able to log in.
--Where can I go to send a Welcome Email to a second contact?--
--Where can I go to send a Welcome Email to a second contact?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the Client Portal tab at the top of the transaction.
4. Scroll down to the Send Invite section. You'll see a field for each contact on the transaction.
5. Click the Send button to send the Welcome Email.
We're Adding 3 More Reports from Classic to NEXT
We've added the following reports to the Report sidetab:
Agent Accountability
Agent / Team Production
ISA by ISA
Notification Email Blackout Windows
Currently, teams can specify their "notification window," which tells Sisu the hours in each day when emails can be sent out. But what about those who don't want emails sent on holidays or other specific dates? Now in NEXT, we've added the ability for admins to specify blackout dates! These dates are an exception to your notification window, which means that emails won't be sent on these dates. You can set holidays as blackout dates or create custom blackout dates.
ℹ️ Note
If you don't want emails sent on weekends, simply select the "Adhere to Business Hours" checkbox. You can find this setting where you add and edit tasks (Admin > Tasks > Edit Tasks).
New Global Search Bar
There's now a search bar at the top of Sisu. Use it to easily find contacts! It can also be used to help navigate to certain pages in Sisu.
Improvements
We've Changed How Task Notifications Are Sent
Task Notifications that have been set to "Adhere to business hours" are being sent at the beginning of each team's notification delivery window.
UI Update for Cohort Conversions Metrics
We've updated how percentages appear on the BETA Circles Dashboard. Remember that these percentages reflect how much of the cohort has progressed through your pipeline.
Bug Fixes
We fixed a bug preventing people from accessing the CEO Dashboard.
We fixed a bug preventing admins from uploading profile pictures on behalf of other users.
April 10
New features:
Improvements to existing functionality:
New Features
We're Adding Another Report from Classic to NEXT
We've added the following report to the Report sidetab:
Task Overdue Today: This report is only visible to admin and TC roles.
New Cohort Conversion Metrics
When filtering the new BETA Circles Dashboard by cohort, you'll see cohort conversion metrics below the circles.
While the conversion rates for the pacer circles look at progress from circle to circle (status to status), the cohort conversion rates are showing you how much of the original cohort has progressed to each status.
Example: How are cohort conversion rates calculated?
Example: How are cohort conversion rates calculated?
Let's look at the numbers in the following screenshot to understand how the percentages are calculated.
There are 12 total transactions in this Appointment Set cohort, which is why the Appointments Set in Cohort tile shows 100%. The Appointments Met in Cohort tile shows 50% because only half of the total cohort (6 out of 12) have made it to Appointment Met. (6/12) X 100 = 50%
Improvements
We've Added Timestamps to the Transaction History
The Transaction History shows a record of every change made to the transaction. We've added timestamps now so you know exactly when each change was made.
We're Adding a Filter to the CEO Dashboard
This new filter will allow you to further customize the data you see on the CEO Dashboard. Once on the CEO Dashboard, the filter button is in the top-right corner of the screen.
We're Changing the Order of the Signed Circles on the Circles Dashboard
On the Circles Dashboard, the buyer and seller Signed circles now follow the Appointment Met circles. We made this change to comply with industry changes.
Bug Fixes
We removed the Lead Source drop-down from the Activities Dashboard because it was causing problems.
Agent users were unable to see their own names in the Scope drop-downs that appear in the filters. We've fixed this.
When adding double-digit numbers to Activities in the Record sidetab, users were only able to add 1 number at a time. We've fixed this.
We fixed a bug preventing users from bulk editing tasks.
April 2
New features:
Improvements to existing functionality:
New Features
New Beta Circles Dashboard for Cohorts
You'll see that a Beta Circles Dashboard now appears in your list of Dashboards.
This is a new Circles Dashboard, but we wanted you to try it out before we replaced the current Circles Dashboard. Please let us know what you think about it or if you notice any bugs. You'll have access to both the current and the new Circles Dashboard until we combine them (we estimate this could take 2-4 weeks).
This new Circles Dashboard uses a filter (identical to the Transaction Filter on the Transactions screen) that allows you to change how your data on the Circle Dashboard is displayed. For example, now you can use the "Transaction Dates / Cohort Analysis" filter to display the data from a specific group of transactions and a certain time (sometimes referred to as a cohort). This allows you to see how different cohorts have progressed without worrying if transactions from other months are muddying the cohort data.
We Added 2 More Reports to NEXT
We've added the following reports to the Reports sidetab:
Performance and Conversion: This report gives you a great side-by-side comparison of your agents' performance, from conversations to closing along with the related conversion ratios.
Integrated Vendors: This report shows how often your Sisu Services are being used.
More User-Friendly Text Editor for Email Templates (No More HTML!)
We've updated the text editor that you use to create email templates for your notification emails. Previously, the text editor had no ability to style text without the use of HTML. With our new and improved editor, HMTL is no longer necessary (or supported). You can now do the following with the click of a button:
create headings
bold
italicize
underline
change text color
highlight text
create numbered lists
create bulleted lists
change text alignment
create hyperlinks that send users to a webpage of your choice
remove all styling from a selected group of text
More features will be added soon!
⚠️ Important Note!
Email templates from Sisu Classic appear in NEXT (and are labeled accordingly). You can use these Classic templates in NEXT, but just remember that the HTML will not style your text. The HTML will instead appear in the email. Make sure you get rid of HTML from Classic templates before using them in NEXT!
--When I change a template in NEXT, will the changes show up in Classic too?--
--When I change a template in NEXT, will the changes show up in Classic too?--
Yeah! Each Classic template that appears in NEXT is still connected to the corresponding template in Classic. You can make changes in Classic or NEXT and the change is made in both places!
This also means that if you delete HTML from a template in NEXT, the corresponding template in Classic will no longer have styled text. So only delete the HTML when you're ready to primarily use NEXT to send your notification emails.
Improvements
When Emailing a Document, You Can Now Apply a Template
Now, when sharing documents from Sisu, we've added the "Email Template" drop-down as an option so you can select an email template to apply to the email. We've also included the new text editor so you can easily style your email.
--Where do I go to email a document?--
--Where do I go to email a document?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. At the top of the transaction, click the Documents tab.
4. Click a folder to open it.
5. In-line with a document, click the more options button on the right side of the screen, and then select Send. This opens the Send Document window.
6. In the Send Document window, you'll see the new field and the new text editor.
You Can Add Fractions When Recording Activities
Users are now able to add a fraction of an Activity in the Record tab of Next. For example, now you could enter 2.5 into an Activity called "Hours Prospecting." The Dashboards, Reports, and leaderboards have been updated to show up to 2 decimal places.
Bug Fixes
When viewing transaction tasks, larger task lists are split up into multiple pages. Users should be able to navigate between these pages of tasks, but this wasn't working correctly. We've fixed this.
March 13
New features:
New Features
2 Classic Reports Are Now Available on NEXT
You'll now find a Reports sidetab on the left side of your screen. This is where all of Sisu's reports will eventually be found. With this release, we've added the following Classic reports to NEXT:
Activity by Agent
Activity Log
We Added a Counter to the Columns in Status, Stage, and Task Boards
The columns found in the Transaction Stages Board, the Transaction Statuses Board, and the Task Board can each contain countless tiles. However, since only a few tiles are visible at a time, it can be unclear exactly how many total tiles are in each column. Because of this, we've added a counter at the top of each column so that it's easy to tell the total number of tiles in each column.
Admins Can Set Tasks to Autocomplete upon Document Upload
Admins can now create tasks that will autocomplete as soon as a document is uploaded.
When admins create tasks, they can use the "Autocomplete Document" Type drop-down menu (see screenshot below) to select a document that will complete the task.
Once the task is added to a task list that is then applied to a transaction, users can click on the task and upload a document. They can also select a folder to upload it to. Once you upload the document, the task is completed and the document is stored in the Documents tab of the transaction.
Bug Fixes
We fixed a bug that was causing the YTD tiles on the Team Dashboard to pull in numbers from the last 30 days instead of the year-to-date numbers.
We fixed an error that was appearing when users would try to create a "Day of" task within a transaction.
Previously, when users would enter an Appointment Set date via the Record screen, the date would appear to save, but the transaction wouldn't be updated with the new date. We've fixed this.
Certain aspects of data on the ISA Dashboard in NEXT weren't accurate. We've fixed this.
February 28
New features:
Improvements to existing functionality:
New Features
The Admin Tab is Here!!
In this release, we've added into NEXT the following admin features from Classic:
Admin > Tasks (all functionality!)
Admin > Users (all functionality!)
Admin > Lead Sources
ability to add to your list of lead sources
Admin > Team Settings
Profile
Notifications
Transaction Boards
View Restrictions
We've also added some new features:
Admin > Client Portal: Now admins can access Client Portal's Roadmap Builder and manage their roadmap templates from NEXT.
Admin > Team Settings
Admin > Tasks (features added to Edit Tasks and Task List)
Edit Tasks
Adhere to Business Hours: Now each task has a new checkbox: "Adhere to Business Hours." When the box is checked, notification emails will only trigger during your specified notification window (set under Admin > Team Settings > Profile). When the box is unchecked, notification emails will be sent immediately, regardless of the time.
Add Task list on Completing a Task: Now you can have task lists trigger when a task gets completed.
Task List
Filter lists based on Buyer/Seller/All: There's now a Seller and Buyer button at the top of the Task Lists screen. Click one of these buttons to filter the task lists accordingly and click it again to remove the filter.
Duplicate Task List: On the right side of the Task Lists screen, you'll see an options button (it has 3 vertical dots) for each task list. Click the button to see the "Duplicate List" option.
⚠️ Important!: This duplicates the task list but NOT the tasks assigned to the list. Any changes you make to the tasks in the duplicate list will show in the original task list.
New Way to Lock a Transaction
You can now lock a transaction from within its Settings tab.
--How do I find the Settings tab in a transaction?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the "Settings" tab at the top of the screen.
4. The new Lock setting is at the top of the screen that appears.
New CEO Dashboard
We've built a special Dashboard just for admins! This new Dashboard shows a wide array of statistics at a glance:
Cost of Sale information
Average prices of your listing and buyer transactions
Cash flow information
Buyer and seller information
Monthly breakdown of closed and pending stats
--How do I get to the CEO Dashboard?--
1. Go to Dashboards > Team Dashboard. The Circles Dashboard opens by default.
2. At the top of the screen, click the "CEO Dashboard" tab.
But for a quick link to your CEO Dashboard, click here. :)
Improvements
We've Made It Easier to Track Cohort Progress on the Transaction Screen
Cohorts are groups of transactions that started around the same time. By adding a Cohort Analysis section to the Transaction Dates drop-down in the Transaction Filter, it will be easier to use the Transactions screen to see how different cohorts are progressing.
You can set a date range and then choose from the following key dates:
Lead Date
Created
1st Time Appointment Met
1st Time Appointment Set
Signed Date
Under Contract Date
Closed (Settlement) Date
You'll see all transactions that have the specified key date entered in the corresponding Sisu field, but a transaction will only appear on the Transactions screen if the key date falls inside the specified date range.
--Where do I find the new cohort options?--
1. Go to Transactions > Transactions.
2. Click the filter icon on the right side of the screen to open the Transaction Filter.
3. Scroll down and you'll see the "Transaction Dates / Cohort Analysis" field.
Bug Fixes
We fixed several bugs related to the "Assigned TC" field.
Users were getting an error when filling out the "Assigned TC" field. We've fixed this.
The "Assigned TC" field was not displaying the assigned TC or other available TCs and admins. We've fixed this.
When users created new transactions, the default TC wasn't automatically being assigned. We've fixed this.
Certain task statuses and dates in NEXT weren't matching Classic. We've fixed this.
When users were selecting graphs on the Snapshot, their selections weren't remaining the same after logging out and back in. We fixed this so that graph selections remain the same after logout.
February 14
New features:
Improvements to existing functionality:
New Features
You Can Now Set a Default Landing Page
You can now choose which page opens by default when you log into Sisu.
--Where can I set my default landing page?--
1. Go to Account > Default Settings.
2. Click the "Default Landing Page" drop-down and select a page from the list. When you log into Sisu, the page you select opens by default.
Exclude Groups from Leaderboards
In the admin settings in Classic, admins can decide which groups to exclude from group Leaderboards in NEXT.
--Where do admins go to exclude groups from Leaderboards?--
1. In Classic, go to Admin > Team Settings.
2. In the menu on the left, click "Groups."
3. Click the "Exclude from Leaderboards" checkboxes to exclude groups from leaderboards.
Improvements
The Goal Calculator's Monthly and Yearly Goals Are Now Editable
When you're using the Goal Calculator, the monthly and yearly goals derived from the Goal Drivers appear on the right in the Goal Summary section. Previously, these numbers weren't editable. We've changed this so that you can edit the numbers. When you adjust a yearly goal, the monthly goal is automatically adjusted and vice versa.
--Where can I find the Goal Calculator?--
1. Go to Account > Goals.
2. Click the "Edit With Goal Calculator" button in the Yearly Goals section to open the Goal Calculator.
Pressing "Tab" Moves Your Cursor Down the Goal Table's Columns
When working in the Goal table, pressing Tab on your keyboard will move the cursor down the column instead of to the right.
--Where can I find the Goal table?--
1. Go to Account > Goals.
2. The Goal table is below the Yearly Goals section.
Bug Fixes
We fixed a bug that was hiding forms that were set to only apply to Buyer or Seller transactions. We've fixed this.
TC users were not able to update the tasks assigned to transactions. We've fixed this.
Users were getting an error when filling out the TC field. We've fixed this.
When users were opening transactions, the assigned agent would be changed. We've fixed this. Opening a transaction should not change the assigned agent.
The full names of tasks were being cut off. We've allowed for more characters to show so this isn't a problem anymore.
We fixed incorrect click-throughs on the Leaderboards.
Previously, when you clicked on the status drop-down and selected the Live Listing status, a pop-up prompted for both an MLS Live Date and a Signed Date. We've removed the Signed Date from the pop-up.
ℹ️ Note: A signed date must be entered into the "Signed Date" field before you can change the transaction status to Live Listing.
January 25
New features:
Improvements to existing functionality:
New Features
You Can Preview Sisu Emails before Sending Them
When users want to email transaction form data to someone, they can now preview the email before sending it. This will be especially useful for those using merge fields and HTML in their emails.
--How do I preview an email?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click either the share icon or the "Share Form" button. This opens an email window.
4. Scroll down to the bottom of the email window, and click the "Preview Message" button to see what the email will look like to your email recipients.
You Can Now Filter the Dashboard by Lead Source
We've added a drop-down on the Dashboard next to the Scope and Date drop-downs. This allows you to filter the data on the Dashboard so you can see which numbers are associated to 1 or more lead sources.
--How do I use the Lead Sources drop-down on the Dashboard?--
1. Go to your Dashboard. (Team Dashboards and the Snapshot also have the drop-down.)
2. Click the Lead Source drop-down.
3. Click the checkboxes in-line with different lead sources. The Dashboard's data will then only show data for those lead sources.
New Setting: Allow the Client Uploads Folder to Be Visible to Vendors
We're adding new settings that allow vendors to have access to the Client Uploads folder in Client Portal.
First, we're adding a new team setting, which is available in Classic. It's called "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal." This setting allows admins to either give or restrict access by default.
Second, we're also adding a setting to each transaction so the team setting can be overridden when necessary. This setting is going to be available only in NEXT in a new transaction tab called Settings. Select "Yes" to give vendors access to the Client Uploads folder, and select "No" to restrict. "Team default" will be selected by default, which just means that until you say otherwise, Sisu will use the team setting.
--Where can admins and TCs find the new team setting?--
1. In Sisu Classic, go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal."
--Where can I find the transaction-level setting?--
1. In Sisu NEXT, go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the Settings tab at the top of the screen. This pulls up the transaction-level settings.
New Setting: Contacts and Vendors Can View the General Folder in Client Portal
We're adding new settings that allow contacts and vendors to have access to the General folder in Client Portal.
First, we're adding a new team setting, which is available in Classic. It's called "Show General folder and documents inside to Contacts and Vendors in the Client Portal." This setting allows admins to either give or restrict access by default.
Second, we're also adding a setting to each transaction so the team setting can be overridden when necessary. This setting is going to be available only in NEXT in a new transaction tab called Settings. Select "Yes" to give contacts and vendors access to the General folder, and select "No" to restrict. "Team default" will be selected by default, which just means that until you say otherwise, Sisu will use the team setting.
--Where can admins and TCs find this new setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Show General folder and documents inside to Contacts and Vendors in the Client Portal."
--Where can I find the transaction-level setting?--
1. In Sisu NEXT, go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the Settings tab at the top of the screen. This pulls up the transaction-level settings.
New Transaction Filter: Locked / Unlocked Transactions
You can now filter the Transaction screen by locked and unlocked transactions. This means you can decide to see only locked transactions or only unlocked transactions on the Transaction screen.
--How do I filter the Transactions screen by locked transactions?--
1. Go to Transactions > Transactions. This opens the Transactions screen.
2. On the right side of the screen, click the filter icon. This opens the Transaction Filter.
3. Under the Locked Transactions section at the top of the filter, click either "View Locked" or "View Unlocked."
4. Click the "Apply Filter" button at the bottom of the filter.
Improvements
Date Selection Improvements
Previously, when you needed to select a date in Sisu, 2 calendars appeared so you could select your start and end date. Now, only 1 calendar appears. Click one to mark a start date for the date range and click again to mark an end date. Then click the "Apply" button to select the marked date range.
Bug Fixes
We've made a variety of improvements to goal drivers and the ability to adjust goals by seasonality. Numbers and labels will now be more accurate.
Snapshot graphs that should include "Forecasted" data for the entire year (e.g., Closed & Forecasted Volume) were not showing anything past the current month. We've fixed this.
When agents were creating transactions, their names weren't appearing in the Agent field by default. We've fixed this.
When you set your Dashboard to a certain date or date range, that should remain set until it's changed (even if you navigate away from the Dashboard). This was not functioning as intended so we fixed it.
January 11
New features:
Improvements to existing functionality:
New Features
New Button Added to Reset Filtered Task Lists
Recently we added the ability to sort tasks in a transaction by clicking column headers. We've now added a "Reset" button, which allows users to undo all sorting with the click of a button.
--Where is the new Reset button?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the "Tasks" tab at the top of the screen.
4. The "Reset" button is in the top-left corner next to the Task List drop-down.
You Can Attach Documents to Sisu Emails
Previously, if you wanted to attach a document to an email sent from Sisu, you could only include a link to the document. Now in NEXT, you can attach an actual document, like a PDF, to any email you send from Sisu. The size cap is 25 MB.
⚠️ Important Note!
This feature is currently only being enabled for those who want it. So if you want to use this feature, please reach out to support via the chat bubble so they can enable it for you.
--When sending an email in Sisu, how do I Include a file as an attchment?--
In the email window, click the "Send files as attachment" checkbox. There are several ways to send an email from Sisu, so let's look at what this process looks like when sharing form data via email.
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click either the share icon or the "Share Form" button. This opens an email window.
4. Scroll to the bottom of the window and select the files you want to include. Then click the "Send files as attachment" checkbox.
New "Summarize by Group" View on Leaderboards
In Leaderboards, we've added a new group view that shows each group in your team instead of individuals. Each group will have its own line and will show the group's totals.
ℹ️ Note
For now, if a user is in 2 groups, their numbers will count in both groups.
--How do I get to the "Summarize by Group" view?--
1. Go to the Leaderboards tab on the left side of the screen. This opens the Leaderboards screen.
2. In the top-left corner, click the "Scope" drop-down and select a team in the "Team (Summarize by Group)" section.
Improvements
The Intake Form Drop-Down is Easier to See
We've increased the size of the intake form drop-down that appears in each transaction. This drop-down allows you to switch bewteen your different transaction forms.
--Where is the intake form drop-down?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it. The Forms tab is selected by default. The intake form drop-down is in the top-left corner.
We Added the "Send" Button for Backdated Task Notifications
In Classic, you have the ability to manually send notification emails that haven't been sent because the trigger date is 5+ days in the past. In this scenario, you can click the the "Send" button that appears in-line with the notification task in the task list. We've added this "Send" button to NEXT as well so you can manually send backdated notification emails.
To learn more about this feature, check out this entry from the 2023 release notes for Sisu Classic
Bug Fixes
Saved filters that you create in Sisu Classic appear in Sisu NEXT. This is expected and desired behavior. However, the Sisu Classic filters were not working correctly in NEXT. We've fixed this.
We fixed several issues with Goals. Please let us know via the chat bubble if you experience any problems with Goals or the Goals Calculator.