If I Select a Pop-Up Reminder for an Event and I Am Not Signed into Zola Suite, Will I Be Able to See It?
No, pop-up reminders will only be visible if you are in an active Zola session. However, there are a number of other reminder options to ensure you know that the event is approaching, even if you are not close to your computer.
When you create a new event, you can also opt to have reminders sent to you via email or SMS (text message to the cell phone on file for your account). You can set multiple reminders to ensure all of your bases are covered in the office or on the go.
Learn how to create an Event Reminder here.
How Can I Edit The Privacy Status of an Event?
When an event is designated as a “private event”, your colleagues will be able to see that you have an appointment but the corresponding details will not be visible. When an event is made private, you will also have the option to select an ...
How Do I Change Event Category Colors?
Every event can be added with a category filter. Each category filter has its own assigned individual color. In order to change the color of the category filter... Go to the Firm Settings by pressing your name on the top right of the screen. ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
What Is the Difference Between an Alert and a Reminder?
Both alerts and reminders can be set up for tasks, however, they serve different purposes. As an assignor (the individual who assigns a task to another member of the team), you have the option to select an alert so you will receive a notification in ...
How Does Zola Suite Handle Phone Calls to be Returned?
Anytime you have a phone call that needs to be returned, it would be considered a task to a Zola Suite user. A classic example would be an instance where a call comes in and the lawyer is unavailable so the secretary or paralegal takes down the ...
Experiencing degraded performance in Zola Suite?