The customer 360 workflow: from search to timeline

OneView's core promise is simple: search a customer once, see everything instantly.

Here's what that looks like in practice.

Search

Type a name, email, phone number, company, or invoice number into the global search bar. OneView uses SQLite FTS5 (full-text search) for names and exact indexed lookups for structured data like emails and phone numbers. Results appear as you type.

Results are grouped: Contacts, Accounts, Staged (migration preview), and Source Records. The most useful results — unified contacts and accounts — appear first.

Customer view

Click a result and you see the customer 360 page. This is a single page that shows:

• -Contact details from CRM
• -Linked accounts (grouped by company name, deduplicated)
• -Deals from CRM
• -Invoices from Books
• -Subscriptions from Subscriptions
• -A merged timeline of all activity across systems

Deduplication

Zoho syncs data between CRM, Books, and Subscriptions internally, so the same contact often appears in multiple systems. OneView detects this and links them automatically using email and phone matching. Within a single system, it also flags potential duplicates using a scoring system (email match: +70, phone: +50, name: +30, company: +20).

Offline

All of this works offline. OneView syncs in the background every 30 minutes and stores everything in a local SQLite database. No internet? No problem — you have the last synced snapshot.

Keyboard-first

Navigate with keyboard shortcuts. Arrow keys move between results. Enter opens a customer. The search bar is always one keypress away.