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 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. Select ...
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 ...
How do I View Other Users' Events?
Zola Suite's Calendar allows you to view Events scheduled for yourself, as well as for other users at your Firm. You have the ability to choose which users you would like follow, so you can automatically see their Calendar from both the main Calendar ...
Syncing Your Email with Zola Suite
When you log into Zola Suite, the first page you will see is the Dashboard. The left hand window will display a message to get started Select "Click here to get started" OR go to My Settings, scroll down to Email Setup, and Click Register. A new ...
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 ...
Experiencing degraded performance in Zola Suite?