What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
Will All Responses in an Email Chain Automatically Save to the Matter?
No, all subsequent emails in the same thread will not be assigned to the Matter by default. However, all messages from a contact associated with a Matter will show a purple briefcase next to the sender's name. By hovering over the briefcase, you will ...
How Do I Assign a Task to a Matter?
When you are creating or editing a Task you have the ability to assign the Task to a specific Matter. If you click on the drop-down list under Matters, you will be able to select the Matter and upon Save, you will see the task in the Task tab in ...
Why Should I Add My Email Account to Zola Suite?
Email is an essential piece of Zola Suite, and the one time setup is quick and painless. With our native email client, you get all the features of a regular email client in addition to being able to: Assign multiple emails to a matter with a click of ...
Can I Delete the Auto Suggested Contacts in Email?
When a user associates a new email/email reply with a Matter, any associated contacts from said matter will display as suggestions in the "To," "CC," and "BCC" fields.
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