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
Institution settings
Use this section to change the institution name, CX survey interval, and CX recipient label.
Once you have made your changes, select Save changes to save
Reports
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