General configuration page

The general configuration page allows organizations to change their name, cx survey interval,  access various action planning reports, and CX opt-out reports. 

To access general configuration options, navigate to Configure > General

This is where you can edit your institution name, CX survey interval, and CX recipient label:

Once you have made your changes, select Save changes to save


This page also contains a variety of reports for you to export.

Action planning reports

Actions by employee

Actions by department

Actions by location

Action report

To export these reports, simply click on them and a .csv will download

CX opt-out reports

CX email opt-out and CX SMS opt-outs provide a list of those customers emails/phone numbers who have opted out of receiving communication from Macorva

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