Contacts
How can I Duplicate Contact Information?
Often times you may need to add a new Contact with the same information as an existing Contact. Instead of manually copying and pasting their details, including phone numbers, email, and addresses, you can simply close the existing Contact and make ...
Can I Edit Contact Tags?
Zola Suite offers Contact Tags to help organize and give your Contacts some extra context. This feature is great for exporting a Contact list out of Zola for mail merge purposes- but how do you edit the tags that are already in Zola? In Firm ...
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
How Can I Copy Contact Information with One Click?
Zola Suite offers a feature to copy all contact information to your clipboard in text format. The contact information will include the name, address, and phone number. You can find the copy feature by going to the contacts section, clicking on the ...
What is the difference between a contact's Matter Role and a Contact Type?
Matter roles are how a contact relates to a Matter. When you assign a contact to a Matter you define how they are related to the Matter, this is their role. Roles can be Opposing Counsel, Other Interested Party, This role is Matter specific and ...
How do I add contact types?
You can add contact types from the New Person window, or by editing an existing Contact. From the Contact Type field, select an existing type from the drop down or add a new type by clicking the + to the right of the field.
If I upload a photo for a contact can he or she see it?
No, the individual won’t be able to see the photo you’ve assigned to the contact details in Zola so go ahead and upload the most unflattering photo of opposing counsel you can find. They’ll never know and at least you’ll get a good chuckle every time ...
How do I edit a Contact I have added?
Click on the 3 vertical dots located in the top right corner. Click View/Edit.
How Do I Delete a Contact?
There are 2 ways to delete a contact: Option 1 Go to the Contact section of Zola Suite and edit the contact you would like to delete. Clicking the trashcan icon on the lower left corner of this window will delete the Contact from your Zola Suite ...
How do I find a Contact quickly?
Start typing the Contact's name into the Search bar at the top right of the section and Zola Suite will pull up the person's Contact Card.