How do I find a Contact quickly?
Start typing the Contact's name into the Search bar at the top right of the section and Zola Suite will pull up the person's Contact Card.
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 ...
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 ...
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 ...
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 ...
Experiencing degraded performance in Zola Suite?