Once a Matter has been closed, can I reopen it?
Yes, a Closed Status is in no way permanent. If at any time you need to reopen the Matter, you can simply:
The matter will now show under the Open Matters tab in Matters.
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
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 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.
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