Am I Able to Change How My Matters Are Named in Zola Suite?
Yes, you can set how new Matters will be named in your firm's account in Firm Settings in the Matter Options page. If you would like to pick up from a previous numbering system, you are able to set the starting matter number for your cases. You can set the format of your matter names from this page as well.
If you decide you need to make a change to a Matter name, have no fear!
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
How Do the Recent Matters Work?
The Recent Matters list gives you a snapshot of the last 5 Matters that you worked in. The list will only display the matters that you've worked on within your account. This list is in Hyperlink format which redirects you to the actual Matters.
How Do I Change My Zola Suite Username?
If you would like to change the email address that you log into Zola Suite with, which will also be the email that any Zola Suite notifications will be sent to, please follow these steps: Go to My Settings In the box labeled 'Username', you can edit ...
Experiencing degraded performance in Zola Suite?