What Is the Difference Between an Alert and a Reminder?
Both alerts and reminders can be set up for tasks, however, they serve different purposes. As an assignor (the individual who assigns a task to another member of the team), you have the option to select an alert so you will receive a notification in the event that a task has been "completed" or is "past due." A reminder is to be used by the individual completing the tasks. Reminder notifications can be set to be sent a number of hours, days or weeks before an event. Reminders can be emailed, sent via SMS or pop-up when you are logged into your Zola account.
What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...
What Is the Difference Between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
If I Select a Pop-Up Reminder for an Event and I Am Not Signed into Zola Suite, Will I Be Able to See It?
No, pop-up reminders will only be visible if you are in an active Zola session. However, there are a number of other reminder options to ensure you know that the event is approaching, even if you are not close to your computer. When you create a new ...
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open Pending On Hold Closed There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
How Do I Use Evergreen Retainers?
The Evergreen Retainer option can be enabled on any Matter in Zola Suite. If enabled, when the specified account balance falls below the desired amount, the Responsible Attorney and Firm Collaborators with Matter notifications enabled will be ...
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