Can I Control the Metrics Up at the Top?
At this time, the metrics at the top cannot be changed. In the future, we plan to introduce more granular reporting so you have greater insight on the operations and case management of your firm. Stay tuned for this great improvement, and so many others, headed your way in the months ahead!
What Does the Search Bar at the Top of the Page Do?
Clicking on the magnifying glass on the top right-hand corner of your Zola Suite account will allow you to utilize the Universal Search tool for searching in contacts, matters, and also performing conflict checks. By entering a keyword or phrase in ...
What Is a CRM?
Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals! Identify and cultivate high-value prospects Automatically track where your leads are coming from Organize leads by source, practice ...
How do I edit a Contact I have added?
Click on the 3 vertical dots located in the top right corner. Click View/Edit.
Is There a Way to Print Out My Calendar?
Yes, you can export any view of your Calendar to a PDF document by clicking on the "Export to PDF" button located on the top left corner.
What Does the Star Symbol Next to My Tasks Mean?
Marking a Task with a star labels it as a Priority Task. Doing so will bring it to the top of your Tasks list. You can undo this action by simply clicking the star again.
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