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 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 ...
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 ...
Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
Anyone you send email to or receive email from will be saved to the autosaved contacts list from your email provider, but they will not be saved to Zola Suite. If you'd like to save a contact for a person that sent you an email, follow the steps ...
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