How Do I Remove a Contact From a Matter?
You can remove a Contact from a Matter in the Contacts tab of that specific Matter. As seen below, select the menu button of the Contact and click Remove from Matter
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 ...
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 ...
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 Can I Copy Contact Information with One Click?
Zola Suite offers a feature to copy all contact information to your clipboard in text format. The contact information will include the name, address, and phone number. You can find the copy feature by going to the contacts section, clicking on the ...
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 ...
Experiencing degraded performance in Zola Suite?