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 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.
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 to create and export contact lists. A tag is a self-building library of keywords that the system will remember and allow you ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
How Can I Protect my Webforms From Spam?
Many law firm websites receive large amounts of bot and spam submissions to public forms embedded on their websites. These submissions can get in the way of reporting and will require submissions to be cleaned of any junk. There are multiple methods ...
Can I Upload Time Entries and Expenses from a Spreadsheet?
You can now easily import a spreadsheet with time entries and expenses through your Zola Suite account without the assistance of Zola’s migration team. Contact us for copies of these import templates. Once you have filled out your Time or Expenses ...
Experiencing degraded performance in Zola Suite?