Here are a few of the things we built this month in partnership with our customers.

Grid Upgrades

• We are transitioning our grids to update in real-time, instead of needing a "Regenerate" button.

• Real-time grids mean the data is never stale. It is always up-to-date when loading the page.

• These grids can still be used to generate charts, pivot tables, or export directly to CSV/Excel.

• As part of this transition, grids are also receiving new columns particularly around custom fields. Scholarly will pull in custom fields and associated records to make reports like "Show me a count of all leaves in the last 10 years by associate professor by department" possible in a few clicks.

Permissions System

• Scholarly dramatically upgraded its permission system this month

• Customers can now set per-record and per-field level permissions across the different roles

• Set permissions to a mix of "Admin, Assistant, and/or Self" when it comes to who should be able to see or edit data

• These permissions can be further configured on a customer-by-customer basis as needed

Workflows: Send Back, Send Forward, and Relative Dates

• Workflow steps can now be sent back and sent forward

• Sending forward can also be performed in bulk, allowing workflow administrators to advance many cases at once

• Sending back has a new lifecycle action, allowing you to perform actions like sending an email or creating a record when a workflow is sent back to a step

• Due dates for steps can now also be made relative, e.g. "This step is due 10 days after the step begins." This primitive is useful for things like appeal processes.

CV Import Improvements

• Records can now be edited with AI, allowing for bulk or fuzzy changes to be made to multiple entries at once

• Move many records to different categories with the new "Change Category" button

• CV Import will now better mark potential duplicates of activities that may already exist within Scholarly

• Failure reasons are better surfaced when an activity cannot be imported

• Fixed a few bugs with date parsing, more accurately turning date ranges into single dates and vice versa

• Fixed a bug where we better preserve scroll position when clicking around the interface

Not immediately product-related, but we also announced a $3M fundraise from our existing investors. Our company has been cashflow break even for about a year now, and we believed now was the right time to raise capital to continue improving the product. Expect the Scholarly offering to continue to expand and improve this year and next.

That’s a wrap for April! Questions or feedback? Your account team is here to help at support@scholarlysoftware.com. See you next month!