How Do I Perform a Conflict Check?
You can perform a Conflict Check by using the Universal Search tool
on the top right-hand corner of your screen.
This will allow you to search the entire database for a particular word, phrase or name.
The search bar will auto-suggest related words found. To complete the search, hit the return/enter key.
This will bring you to a new page that will show the complete results of the search. The page will be time stamped with the name of the person who performed the search. You can then print this page.
Can I Search for Information in a Document?
Zola Suite now offers intra-document searching. To perform a search that will look within a document, rather than just searching by document name, you can use the main search bar in the documents section. This will search through all the words found ...
How Do I Print a Check From the Register?
If you would like to print out a check from the selected bank account to mail to the recipient or to have for your own records you can do so with the Bank Account Download feature! Go to the Accounting and click on Banks & Registers tab Using Select ...
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 ...
What Does the Search Bar at the Top of the Page Do?
The search bar at the top is called the Universal Search which will look throughout Zola Suite for entries that match your search. You can use this as a search tool, or as a conflict check for your cases. For example, typing "John" in the box, it ...
How Do I Check My Calendar Sync Status?
If you are noticing that not all of your events are syncing onto your Calendar, you can always check the sync status to see if your sync is active. To check this: Go to either the Calendar on your Dashboard or the Calendar section Click on the ...
Experiencing degraded performance in Zola Suite?