How Do I Use the Customizable Dashboard?
Zola Suite's new customizable dashboard allows you to choose which sections of Zola Suite you want brought into view.
Start by clicking 'Customize' in the top right hand corner of your dashboard.
By default, you'll start with Email on the left, calendar on the right, and tasks at the bottom.
From this screen, drag the section from the left hand menu to the right hand side of the window to choose where you want it to appear on your Dashboard.
You can drag the selection to the rectangle or square depending on what size field you wish to create.
You can choose to add additional rows to expand your dashboard further.
Once you update your changes, the following screen will appear and you are ready to go with your new Dashboard!
Why can't I see all of my Events and Tasks on the Dashboard?
Only your first 10 Upcoming Events and Tasks will show on the Dashboard of the iOS App. If you would like to see all of your entries, hit "View all" on either section.
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 Use Advanced Originations?
Does your firm have more than one Responsible Attorney per Matter, or you wish to split Originations between multiple attorneys? If so, Zola Suite Offers the ability to calculate advanced origination rates and percentages within any given Matter. ...
How do I Use zDrive for Mac?
This article provides an overview of zDrive and the already powerful document management system of Zola Suite. The system keeps documents organized and makes it easy to search, sort and review. zDrive allows you to edit these documents and save them ...
How do I Use zDrive for PC?
How do I use zDrive for Mac? This article provides an overview of zDrive and the already powerful document management system of Zola Suite. The system keeps documents organized and makes it easy to search, sort and review. zDrive allows you to edit ...
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