Global search & the command palette
Find any account, record, page, or setting instantly with ⌘K.
Find anything with ⌘K
The command palette is the fastest way around Velsano. Open it with ⌘K (Ctrl+K on Windows), the sidebar Search button, the header search box, or / when you're not typing in a field.
What it searches
Type at least two characters and results group into:
- Accounts — your starred and recently-viewed accounts up top, then live matches.
- Records — customers, contacts, Actions, tasks, success plans, and opportunities. Selecting a record opens it (an Action opens straight into its drawer).
- Navigation — any top-level page you have access to (Today, Accounts, Reports, Admin Console, and so on). Plan-locked pages show a 🔒 tag.
- Settings — deep-links to admin sections, if you can see the Admin Console.
Keyboard
↑ ↓ move · ↵ open the highlighted result · Esc close.
Tip
The palette respects your permissions — it only ever shows accounts, records, pages, and settings you're allowed to see. If something doesn't appear, you may not have access to it.
Related: *Quick Add and keyboard shortcuts*