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General Concepts

The General Concepts section explains the shared patterns that appear across almost every area of ZeyOS. Read these pages first if you want to understand how navigation, ownership, activity streams, filtering, and cross-record relationships work before you dive into individual modules.

Topics in This Section​

  • UI Basics - An overview of the ZeyOS interface layout and the recurring UI patterns you will see in lists, records, and sidebars.
  • The Top Menu - Navigation, quick access, the shortcut bar, and the global search experience.
  • Mindlog - The shared activity stream for communication and collaboration.
  • Viewing and Filtering Data - Search, filter, sort, export, and list navigation across modules.
  • Tags and Categories - Shared classification methods used throughout the system.
  • Events and Associations - Link records to each other and create related events from many modules.
  • Permissions - Understand ownership, groups, and shared-data behavior.
  • Status and Visibility - Learn how lifecycle states and visibility states differ.
  • Entity Model & Key Relationships - Understand how contacts, accounts, transactions, projects, and other entities relate.
  • Monitor - Review the cross-module monitor page for record history and change activity.