Can I delete the auto suggested contacts in Email?
When composing or replying to an Email in Zola Suite, users will see a number of suggested Contacts in the "To," "CC," and "BCC" fields. These contacts cannot be deleted when you see them populate, but they are being suggested because they are tied to the selected Matter, are firm users, or are saved Contacts in Zola Suite.
Go to the Zola Suite Email Client and choose the Matter you wish to associate with your Email. This will bring up a list of suggested Contacts, and Matter Contacts will also display the Matter Role assigned: If a user wishes to save a Contact attached to an incoming Email there will be a small "+" next to the email address of the sender. Pressing this button will allow the user to quickly save the contact.
Note: Contacts do not sync between Email providers and Zola Suite. They do need to be added to Zola Suite manually.
Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
Anyone you send email to or receive email from will be saved to the autosaved contacts list from your email provider, but they will not be saved to Zola Suite. If you'd like to save a contact for a person that sent you an email, follow the steps ...
How Do I Delete An Email In Zola Suite?
Deleting Emails in your Zola Suite Email Client is simple! Follow the steps below. First, open the Zola Suite Email Client and locate the email you wish to delete. Next, either locate the trash can icon by hovering over the email in your inbox, or ...
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.
Can I Edit Contact Tags?
Zola Suite offers Contact Tags to help organize and give your Contacts some extra context. This feature is great for exporting a Contact list out of Zola for mail merge purposes- but how do you edit the tags that are already in Zola? In Firm ...
Will All Responses in an Email Chain Automatically Save to the Matter?
No, all subsequent emails in the same thread will not be assigned to the Matter by default. However, all messages from a contact associated with a Matter will show a purple briefcase next to the sender's name. By hovering over the briefcase, you will ...
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