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 ...
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 ...
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 ...
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 ...