Start Menu

The Start Menu provides access to records accross Workbooks. It can be used to quickly navigate to different parts of the system, access commonly used features, and open new records.

Using the Start Menu

The Start Menu is available from the toolbar by clicking on the Workbooks logo:

You can use the Start Menu to:

• Navigate to different areas of Workbooks.
• Access standard menu items.
• Create new records using the New menu.
• Access Custom Records and other configured functionality.

The options displayed are automatically filtered according to your user permissions, so you will only see functionality that you are able to access.