When I create a new task, I see I can choose a color for it. What is this for?
The colors are simply for organization or priority. For example, all tasks related to internal operations may be represented by red. Use these colors as you like to keep organized and work efficiently.
How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by: Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
How Do I Convert an Email to a Task?
If you are in an Email and the contents require you or a colleague to complete a Task, you can convert that Email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and ...
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
Can I see other people's tasks within my firm?
You can see other team member's Tasks by using the advanced search. Simply start typing their name and pick them from the list - Zola will do the rest. You can see multiple user's task lists by using the "Assigned To" field.
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