Knowledgebase articles
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- Welcome to Workbooks Support: Your Go-To Guide
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- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Dotdigital
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Start Menu
Last updated : 10th August 2026
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.
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