If I add a new task and don't assign it to a matter, can my entire team see it?
Yes, unless the matter is assign to a matter with restricted permission or is marked as a "Private Task", members of your team will be able to see the task in search results and in the Activity Feed.
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 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 ...
How Do I Assign a Task to a Matter?
When you are creating or editing a Task you have the ability to assign the Task to a specific Matter. If you click on the drop-down list under Matters, you will be able to select the Matter and upon Save, you will see the task in the Task tab in ...
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
How Do I Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and ...
Experiencing degraded performance in Zola Suite?