How do I add multiple folders in Notes?
Yes, you can make as many as you'd like.
If you right click the root folder, it will give you the option to make a sub-folder for the Matter. You can even add sub folders to the sub folders - organize away!
How Do I Add Folders for My Documents?
Zola Suite's document manager allows you to keep all of your documents organized and separated by adding folders and subfolders. Go to the documents section If you are inside of the Matter, go to the Documents tab. If you are in the designated ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
How Do I Format a Matter That Has Multiple Primary Clients?
If you have a Matter that has more than one Primary Client and cannot make one party the primary client, you can use this solution to organize your Matter: When you are creating the Matter add a new company as a Primary Client. This new Company will ...
Can I add non-Matter related Notes?
Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all. Also, you can create a Matter for a potential/ referral and set the status ...
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