How Do the Recent Matters Work?
The Recent Matters
list gives you a snapshot of the last 5 Matters that you worked in. The list will only display the matters that you've worked on within your account. This list is in Hyperlink format which redirects you to the actual Matters.
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
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 ...
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 and Contacts. 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 ...
Experiencing degraded performance in Zola Suite?