How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters
. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want to use them.
Tag words can be used as search categories.
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 Export My Data From Time Matters?
Contacts: Open Time Matters Click File Click Export Click Custom Export Select the third option Create a new Export Template Click Next On the page Select Export File Format: Select ASCII - Comma Delimited (.TXT or .CSV) Check Include field names ...
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 Export My Data From Practice Panther?
Contacts: Click Clients on the left sidebar, or (depending on your version) Contacts at the top of your screen Filter your information provided as needed Choose columns for export Click Export on the bottom right Matters: Click Matters (Cases) on the ...
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 ...
Experiencing degraded performance in Zola Suite?