In most sections of Knowify, we offer a look-up feature that will help you select items from the catalog as you type. This is available, among other places, in contract line items, project plan phases and purchase order items.
This look-up feature will return any catalog item that matches the text you've already typed. In particular, this feature will match against the following catalog properties:
- Item Number
- Scope of Work
If you type and don't see the matching catalog item in the list of suggestions, these are the most common reasons:
- There are too many matches. In this case, you might want to refine your catalog to avoid this issue or just scroll down the list and load more matches
- The text does not match any of the properties. In this case, you can always add a new item to the catalog on the fly.
If you select a catalog template, Knowify will automatically trigger a wizard to define the service.