Omnisearch is the global search function of Zelo ERP: one place to find data and documents from any area of the system. Type a keyword and it queries CRM, sales, accounting and projects at the same time, then collects the results in a single view.
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Global Search does away with “memorized” searches through menus and modules. You pull up information even when it sits far from your current context, and reopen the searches you run often without redoing the work.
When documents and history are one search away, you answer customers quickly and accurately. There is less waiting and less “let me check” on the phone. Customers notice, and that reliability is part of the service.
Type a term in the global search bar. Zelo ERP queries all areas at the same time and returns a unified view of master records, documents and related activities within a few seconds.
Apply dynamic filters and logical groupings to the aggregated list until only the relevant records are left. There is no need to navigate manually between the software’s modules or screens.
Save the most useful configurations to favorites and recall them quickly, or embed them as widgets in the Dashboard. The search criteria stay up to date as your needs change.
Type one keyword and Zelo queries every operational area at once: CRM, sales, accounting and project management. You don’t have to open each section of the software one by one. Results coming from different databases are collected in a single interface, so there are no separate searches across the various menus.
The results give you a complete picture: the partners’ master records plus every linked document, such as sales opportunities, quotes, orders, invoices and timesheets. One search term is enough to reconstruct the entire document history of a customer or supplier, with the link between administrative records and operational activities in plain view.
After the first list of results, a series of selection criteria narrows the scope step by step according to specific parameters. The filters work on the list in real time, so you keep only the data that matters for the task at hand. Consulting large volumes of business information takes far less time.
Beyond the plain list view, the system organizes the records it finds according to predefined or custom logical categories. This structured reading makes it easier to see how data is distributed across projects or business areas, so the analysis of results is more immediate for the operator.
Every search configuration, filters and groupings included, is stored in a dedicated favorites section and recalled instantly in later work sessions. Recurring tasks get faster. You no longer reset the same parameters each time you monitor the evolution of specific data or documents.
Saved and filtered searches become dynamic widgets you can place in your personal Dashboard. Custom views turn into monitoring tools that update on their own, so the most critical information stays under control without manual searches.
Answers to the most frequent questions about features, integrations and costs.
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No licensing cost for installed modules, for the number of users, or for enabled workstations
