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 ...
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 I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
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 ...
How Do I Export My Data From Time Matters?
Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check Include field names ...