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. Default Reminders can only be set up for LawToolBox Events, not individual Events. ...
How do I set up Reminders for Events?
You have the ability to set up reminders for calendar events as long as your calendar notifications are turned on in your "My Settings" To turn on a reminder per event: Click on "Add a reminder" Select whether you want to be notified via text, email ...
Can I Send Text Messages From Zola Suite?
Zola Suite offers multiple ways to communicate with your clients and colleagues. In addition to our in-app email client, phone call notes, client portal, and email blasting, we also have the ability to send text messages directly from a Matter. ...
Who Will the New Lead Notifications Be Sent To?
Each time a new Leads come into the CRM, there will be an Email notification sent top anyone in the firm you choose to notify. This can be set up in Firm Settings. Go to Firm Settings Select CRM Options. Under the section, Notified Users for Form ...
How Do I Set Up My Zola Suite SMS Notifications?
Entering your personal cell phone number in your "My Settings" allows you to opt into text notifications for Events, Tasks, and Caseway Documents. Navigate to My Settings Locate Notification text box and enter your number. Be sure to ...