Will I have access to my contacts on Zola Suite Mobile?
Yes you will! You can even call, text, or email the person through the application. Simply tap on the phone number or email. If their website is saved in the contact card, tapping on the page will bring you to the site on your phone's web browser.
Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
Anyone you send email to or receive email from will be saved to the autosaved contacts list from your email provider, but they will not be saved to Zola Suite. If you'd like to save a contact for a person that sent you an email, follow the steps ...
How Do I Export My Contacts From Office 365?
Zola Suite can migrate contacts as long as they are submitted as a .csv file. The file can be submitted via our Migration Request Form. If you are exporting from Office365 on the web, you can do so using the following steps: 1) To start, login ...
How Do I Export My Data Out of Zola Suite?
We have made it easy for you to export your core and Accounting data. To export your Contacts, Calendar data, Time Records, and basic Matter information Go to your Firm Settings Go to 'Your Zola Suite Account' > Export > click 'Download Data' This ...
Can I Add A "Save to Zola Suite" Shortcut in Word?
You can add a shortcut using the Quick Access Toolbar in Word. To add Zola Suite to this, follow the steps below. 1. In the top left corner of Word you will see the Quick Access Toolbar. To edit what is shown here, click on the downward arrow and ...
How Secure Is Zola Suite?
Caret's experienced security team employs state-of-the-art technology to detect, investigate, and stop threats before they can impact your firm’s operations. Here are just a few ways we keep your practice safe 24/7/365: External Security Audit We use ...
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