How do I add contact types?
You can add contact types from the New Person window, or by editing an existing Contact. From the Contact Type field, select an existing type from the drop down or add a new type by clicking the + to the right of the field.
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 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 to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
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 do I add custom Matter Roles to a Matter Contact?
You can add new custom Matter Roles in Firm Settings, under the Matters and Contacts tab. To do this, please follow the steps below. 1. While in your Zola account, go into the Firm Settings. 2. Go into the Matter and Contacts tab and select Matter ...
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