Published at: 2026-09-17
Feature availability and limitations
This page focuses on the current open scope of Business Collaboration capabilities. Administrators can use this to confirm whether the organization needs to apply for phased release or open it separately. Employees can also first determine whether the entry point is not displayed and whether it is related to the open status.
[!IMPORTANT] This page is a unified entry point to phased release and open status. Articles on each function continue to explain specific operations, permissions, and usage restrictions; FAQs are used to explain specific fault phenomena, and a complete phased release list will not be maintained repeatedly. Whether an organization has activated a certain capability still needs to be based on the actual configuration of the current organization.
Phased-release features that still need to be applied for
The following capabilities are not available by default for all organizations. When it is not activated, the relevant entry points, fields, buttons or processing methods may not be displayed.
| Module | Phased-release feature | Changes after activation | Detailed description |
|---|---|---|---|
| Task | Object-based Tasks | Enable current task capabilities and support the selection of task objects in BI reports; both new and old organizations need to apply for their organization | Task Overview |
| Chats and business groups | Relevant team members of business groups (customer groups) support parsing departments, roles, and user groups in related teams on the object details page | In addition to employees, business groups can also parse departments, roles, and user groups in related teams | Use business groups |
| Report | Report read status | Shows who has and has not read a report | Create and view reports |
| Report | Edit reports after review | Allows the creator to continue editing a reviewed report | Create and view reports |
| Report | Export reports with an Excel print template | Adds Excel print-template selection to report export | Use report rules and statistics |
| Report | Hide Receipts for reports | Allows the Receipts field to be hidden from the report layout | Use report rules and statistics |
| Report, Sales Record | Hide Cc for reports and Sales Records | Hides the Cc field in both modules after activation | Use report rules and statistics |
| Report | Disable batch report review | Prevents reviewers from processing reports in batches | Use report rules and statistics |
| Report | Multiple comments | Makes the reviewer optional and allows up to 10 reviewers | Use report rules and statistics |
| Sharing, announcements, Report | Collaborative Rich Text 2.0 | Provides richer text formatting capabilities; for specific client restrictions, see the corresponding feature article | Publish and manage shares |
| Sales Record | Prevent viewing activity through data-sharing permissions | Employees whose only access to CRM data comes from data sharing cannot use that access to view follow-up activity published by others | Record and view account follow-ups |
| Announcements | Announcements support administrator editing | Administrators can edit published object-based announcements | Publish and view announcements |
| CRM Notifications | Automatic translation function (web) | Employees can enable automatic translation for CRM Notifications; does not apply to Chats or Feeds content | View and process CRM Notifications |
[!NOTE] Phased-release activation only means that the organization is qualified to use it. Whether employees can see and operate corresponding capabilities will also be affected by application visibility scope, role permissions, record type, page layout, data status and client entry point.
Synchronization capabilities that need to be activated separately by message type
When CRM messages are synchronized to WeCom, different message types are controlled separately. Just because one message can be synchronized, it does not mean that other messages have been enabled.
| Message type | Activation requirements |
|---|---|
| Approval News | Currently generally available, no need to apply separately for phased release |
| CRM notification | You need to activate the ability to synchronize CRM notification messages with WeCom |
| @ message in the body of Sales Record or reply | Need to enable Sales Record @ reminder synchronization capability |
| BI report subscription | Requires activation of BI report message synchronization WeCom capability |
For configuration and usage scope, see Configuring CRM notification display and synchronization.
Generally available features
The following capabilities may still have phased release descriptions in old materials and should no longer be treated as phased-release features:
| Capabilities | Current Status |
|---|---|
| CRM notification blocking | Generally available |
| CRM notification classification filtering | Generally available |
| object-based Report Statistics | Generally available |
| Chats web session filtering | Generally available |
| Approval messages synchronized with WeCom | Generally available |
Does not fall within the fixed limits of phased release
The following differences may exist even if the corresponding application has been activated and cannot be directly eliminated by applying for phased release:
| Scope | Current Limits | Detailed Description |
|---|---|---|
| Feeds and work information | When the organization EI is greater than 772227, PK assistant, sales process, project tasks, attention, reminders, topics, rewards, forwarding, group notifications, CRM information and printing are not supported | Manage Feeds content and tools |
| Collaborative Rich Text 2.0 | The mobile client does not currently support emoticons, adding topics, and adding votes; the web client does not support batch downloading of attachments; tables do not currently support table templates and table query exports | Publish and View Announcements |
| Tasks | H5 currently does not support publishing tasks; some portals and clients have different support ranges | Task Overview |
| Collaborative Approval | Currently does not provide approval query statistics and batch export capabilities | Collaborative Approval Overview |
| Announcement | Announcements currently do not support viewing a list of people who have or have not read them. Use receipt confirmation when you need to verify the result | Publish and View Announcement |
| Outlook calendar event synchronization | When Outlook recurring calendar event is synchronized to ShareCRM, only the first one is currently synchronized | Authorize and use third-party calendar synchronization |
Troubleshoot unavailable capabilities
- Check the opening status of this page first: Confirm whether the capability is generally available, requires phased release application, or needs to be enabled individually by message type.
- Check the organization configuration again: Confirm that the current organization has indeed been activated, and complete the application visible range, record type and page layout configuration.
- Check user permissions: Confirm that the current role has corresponding function permissions and data permissions.
- Check portal and client: Confirm that the current Web, App or H5 portal supports this operation.
- Check external conditions: Third-party calendar, WeCom synchronization and interconnected collaboration also need to complete authorization, membership and platform configuration.
For specific troubleshooting paths, see Troubleshooting. Specific product questions and answers can be found in FAQ Navigation.