How Do I Delete a Contact?
There are 2 ways to delete a contact
- Option 1
- Go to the Contact section of Zola Suite and edit the contact you would like to delete.
- Clicking the trashcan icon on the lower left corner of this window will delete the Contact from your Zola Suite account.
- Option 2
- You can also delete using contact's quick menu ( three dots )
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 Delete Invoices?
Deleting an Invoice will depend on what status the invoice is currently in and the result of deletion will depend on how exactly you created the invoice. Invoice Status: An invoice can be in Draft, Submit For Approval, Approved/Not Paid, Partially ...
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 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 Check I Printed?
If you need to delete a Hard Cost check that you have written due to incorrect information or if you no longer need it, you can do this by either voiding or deleting. This will depend on whether it has been invoiced or not. Once you have created a ...
Experiencing degraded performance in Zola Suite?