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 to use over and over.
To add a new tag, open a new or existing Contact card and type in the word you wish to use as a tag. After typing the full word in be sure to hit enter so the tag sticks.
If you already have a tag you want to use, simply select it from the dropdown. You can begin to type the word to pull it up more quickly.
Tags can be used to filter your contact list by opening the Advanced Search bar and selecting one or more tags.
You can then export the results of your search to an excel spreadsheet or a pdf print out.
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 ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
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.
How Can I Protect my Webforms From Spam?
Many law firm websites receive large amounts of bot and spam submissions to public forms embedded on their websites. These submissions can get in the way of reporting and will require submissions to be cleaned of any junk. There are multiple methods ...
Zola Suite Support
If you are in need of any assistance or would like to submit feedback please contact our support team: General Support Phone: (855) 965-2360 Email: firstname.lastname@example.org Submit a Ticket from Help Center Submit a Ticket from Zola Suite - Zola ...
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