If I upload a photo for a contact can he or she see it?
No, the individual won’t be able to see the photo you’ve assigned to the contact details in Zola so go ahead and upload the most unflattering photo of opposing counsel you can find. They’ll never know and at least you’ll get a good chuckle every time you have to retrieve contact details.
How Can I Copy Contact Information with One Click?
Zola Suite offers a feature to copy all contact information to your clipboard in text format. The contact information will include the name, address, and phone number. You can find the copy feature by going to the contacts section, clicking on the ...
Can I Upload Trust Check History?
In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
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 within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
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.
Where Does the Picture I Upload Into My Settings Appear?
Your user picture, also known as your avatar, will display on the top right of your Dashboard. This avatar will display when others in the firm assign things such as tasks to you. You can easily change your picture by navigating to My Settings and ...
Experiencing degraded performance in Zola Suite?