I see there isn't versioning for notes. Can I lock one if I don't want the contents to be deleted?
The notes feature does not include versioning, You can, however, see if any changes to a note were made through the activity log for your account. If you wish to keep versions of a note, we would recommend exporting the contents to a Word Document and uploading to the Documents section so changes can be more easily tracked and older versions restored, if necessary.
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 ...
Document Options: What does “Lock and Download” do?
This option is helpful when you want to alert other users that you’ve downloaded the document for editing and can help to guard against members of your team overwriting one another's work. You do this by clicking on the three dots, and then on ...
Can Users See Events for Matters They Don't Have Access To?
If one of my legal assistant’s has a Zola Suite account but doesn’t have access to a specific Matter, what will they see for corresponding events when looking at my calendar? He or she would be able to see that you have an appointment with a "Busy” ...
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 ...
How do I record one check into separate retainer accounts?
There are times where a client will submit one check for a trust and operating retainer and the firm is unable to get 2 separate checks. The firm would deposit the check in the trust bank account and then either transfer or write a check for the ...
Experiencing degraded performance in Zola Suite?