Can I delete the auto suggested contacts in Email?
Any autosaved contact from your email account will be labeled with an "A". If you'd like to remove a contact, click on the X on the right side of the contact's row.
Please note that deleting an autosave contact in Zola Suite will remove the contact from your email provider's list as well.
How Do I Remove a Contact From a Matter?
You can remove a Contact from a Matter in the Contacts tab of that specific Matter. As seen below, select the menu button of the Contact and click Remove from Matter.
What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used to create and export contact lists. A tag is a self-building library of keywords that the system will remember and allow you ...
How do I Delete a Bank Account?
Contact Support to Delete a Bank or Credit Card account from your Banks and Registers. When you are setting up your Bank and Credit card accounts, keep in mind Zola automatically starts you off with one Operating Account and one Trust Account. The ...
How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want ...
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