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Contacts

  • How can I Duplicate Contact Information?
  • How Do I Assign a Contact to a Matter?
  • How Do I Add a Rate Card to a Contact?
  • What is the difference between a contact's Matter Role and a Contact Type?
  • If I upload a photo for a contact can he or she see it?
  • How do I add contact types?
  • How Do I Use Tags or Keywords to Search in Matters and Contacts?
  • How do I find a Contact quickly?
  • How Do I Delete a Contact?
  • How can I copy Contact Information quickly?
  • How Can I Use Contact Tags?
  • Can I Edit Contact Tags?
  • Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
  • How Do I Remove a Contact From a Matter?

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