December 23 - Visualisations, Improved Document Builder, Formula Fields and More

Find out about the exciting new features introduced in December

Dashboard Visualisations

We're excited to offer a new way to visual key metrics and information within your dashboard as an alternative way to understand what is happening in Tahua. This includes information from all key record types within Tahua, all filterable and searchable to your needs.

To get started click on the plus icon to add some visualisations to your Dashboard, from there you can choose the type of data you want to see, apply date ranges, filters/conditions and alter the visualisations can you appear right there within the widget.

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Improved Document Builder

An improved document builder is now available to make your life easier when drafting your funding decisions and contracts.

Aside from a slicker experience some notable improvements are outlined below:

1

Improved Personalisation Popup

We have broken the Personalisations menu out into a popup with the ability to expand and collapse categories of Personalisations making it much easier to navigate larger lists of Personalisations.

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2

Text Colouring

Personalise your documents with colour by using the colour swatch in the editor toolbar.

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3

Text Sizing

Set text sizing on selections of text within your documents by using the point selector in the editor toolbar.

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4

Improved Page Breaks

When adding a block to a page you now have an option between Paragraph and Page break, giving you tighter control on how your page breaks work in PDFs.

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Table Formula Columns

It is now possible to make your table column values derive from a formula. To turn a table column into a formula click on the column header in the template builder and then in the left context menu there is a Formula checkbox available.

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After that, the columns in the table are referenced alphabetically as variables which can be used with operators and values in basic formula, the image above is showing a column derived from the number of placements ( A ) * 10000. Additionally table columns now have a "Numbers Only" option so that formula can rely on variables being a Number.

This opens up an entirely new set of options for solving funding requested amounts and also reduces potential error from the applicant entering amounts manually.

Private Grant Mailout & Invitations

We have added a few enhancements to the Private Grant workflow. You can now invite applicants that do not exist within the system to the Private Grant, along with selecting existing applicants which you can do currently.

Additionally applicants will be sent an email to notify them that they have been invited to the Grant. The subject & content for these emails can be set on Step 6 of the Grant creation process using the usual email content manager you are used to within your Organisation settings.

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Custom Favicons (Browser Icons)

You can now set a custom favicon for your Tahua platform, this is the icon that is displayed in the window/tab of your browser.

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To set this icon, go into your organisation settings, click on Edit Details. There you will see a field for the Favicon to be uploaded.

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And there you have it, we hope these new features make your life that little bit easier.

We hope that you all have a safe break & a Merry Christmas!

The Tahua Team