What does the purple line next to a field mean?
You will see these markers throughout Zola Suite, they are there to let you know a field is required in order to save an entry.
What is a Merge Field?
Have you ever used mail merge? This is a similar concept to using Zola Suite's Document Templates. Zola Suite uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere ...
How do I add who performed each line item to an Invoice?
First, ensure that all members of your firm have their initials entered into the User Initials field of My Settings. Next, Go to the Invoice Customization page of Firm Settings Then, set the Timekeeper field to be Visible When you add line items to ...
How do I add a line item discount to an invoice?
To notate a discount as a line item, please follow the steps below: Go to the Invoice page that you would like to discount Add or choose a line item to the invoice you would like to put a discount to. Enter the amount or percentage you would like to ...
What Does the Star Symbol Next to My Tasks Mean?
Marking a Task with a star labels it as a Priority Task. Doing so will bring it to the top of your Tasks list. You can undo this action by simply clicking the star again.
How do I Edit or Delete Custom Fields?
Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...
Experiencing degraded performance in CARET Legal?