1. Definition and Purpose of Subscription Management

Enterprise managers, employees, or other stakeholders who need to monitor data regularly can subscribe to receive targeted data updates at scheduled intervals (configurable delivery frequency). They can conveniently review the data in Chats or via email. Once subscribed, the system automatically delivers Reports at the specified times, and users receive notifications in Chats or email to access the report results. This ensures timely access to critical data without manual effort.

For example, a sales manager can subscribe to the “Customer Visit Statistics” Report and set it to deliver on the 1st of every month at 8:00 AM. This way, they receive last month’s customer visit data promptly at the beginning of each month, enabling them to identify and address issues early.

2. Subscription Delivery Methods

• Chats: Reports are delivered via Chats.
• Email: Reports are sent to the employee’s bound personal email address.

3. Subscription Storage Guidelines

• Each enterprise has limited storage space. Report administrators and CRM administrators can view the used and total available storage on the subscription management page, along with the file size of each subscription and delivery.
• When available storage drops below 1GB, the system displays a warning on the subscription management page and sends a Chats notification to the report administrator and subscription creator.
• For enterprises that exceed their total available storage (the system sends an alert), the report administrator must delete historical Files to free up space. Otherwise, new deliveries will be suspended. Note: Deleted Files cannot be recovered. Administrators should export and archive Files before deletion. Once the used space falls below the total available limit, normal deliveries will resume (missed deliveries will not be resent).