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 Can I Copy Contact Information with One Click?
Zola Suite offers a feature to copy all contact information to your clipboard in text format. The contact information will include the name, address, and phone number. You can find the copy feature by going to the contacts section, clicking on the ...
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 within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
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 ...
Experiencing degraded performance in Zola Suite?