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
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 ...
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 to create and export contact lists. A tag is a self-building library of keywords that the system will remember and allow you ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
What is the difference between a contact's Matter Role and a Contact Type?
Matter roles are how a contact relates to a Matter. When you assign a contact to a Matter you define how they are related to the Matter, this is their role. Roles can be Opposing Counsel, Other Interested Party, This role is Matter specific and ...
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