How Do I Create Default Reminders for Calendar Events?
If you are using LawToolBox to create automated Events based on court dates, Zola Suite offers the ability to set standard reminders for each of these Events. Reminders can be set up by an Administrator or Office Manager by going to your Firm ...
Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM, there will be an Email notification that gets sent to anyone in the firm that you choose to add within Firm Settings. Navigate to Firm Settings Select CRM Options Under the section, Notified Users for Form ...
How do I set up my Zola Suite SMS notifications?
Navigate to My Settings Locate Notification text box and enter your number. Be sure to save the changes.
How do I set up Reminders for Events?
1. When creating a New Event, click "Add a reminder" 2. From the drop down, select the type of reminder you want Zola to send you. They can be via SMS, Email or a Popup notification in Zola. 3. When do you want to receive the reminder? Set the time ...
What is a Firm Collaborator?
Through the Firm Collaborators feature, you can assign additional users to a matter. A collaborator may be another attorney, staff, billing or intake person, docketing manager, or legal assistant/paralegal. To add a Firm Collaborator, navigate to ...