Am I able to access Zola Suite on the go?
Zola Suite was made with busy lawyers in mind. Our iOS and Android Applications, are available to all of our clients. Using the Application, you can create Events, Tasks, and Time Entries right from your phone and never miss a beat.
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
How Secure Is Zola Suite?
Caret's experienced security team employs state-of-the-art technology to detect, investigate, and stop threats before they can impact your firm’s operations. Here are just a few ways we keep your practice safe 24/7/365: External Security Audit We use ...
Why Isn't the Zola Suite Tab Showing on Outlook's Ribbon?
If you are not able to see the Zola tab showing in your Outlook, there may be several issues that could be the cause of this problem. The Outlook Plugin might not be installed correctly, your Outlook client might have issues, or more commonly, this ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
Can I Add A "Save to Zola Suite" Shortcut in Word?
You can add a shortcut using the Quick Access Toolbar in Word. To add Zola Suite to this, follow the steps below. 1. In the top left corner of Word you will see the Quick Access Toolbar. To edit what is shown here, click on the downward arrow and ...
Experiencing degraded performance in CARET Legal?