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Tuesday's Tip - Global Changes

TT - Global Changes


Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Making Global Changes

If you are going to make any changes to your file that have a global impact you need to make a backup of your file first. The biggie is when you are doing any merging. Legacy will make a temporary backup for you before you start merging and then put a nice little icon on your ribbon so that you can revert back.

You need to turn this on in the Options menu:

Options > Customize > 12. Other Settings

Scroll all the way to the bottom to Option 12.5

Click the button Turn of or off Optional Reminder Messages

Click the Prompts/Reminder Tab

Click the box Prompt to do an automatic backup before merging

When you do that, you will see the temp backup on the toolbar as soon as you start Find Duplicates routine.

Merge

This backup is only good for the current merging session! As soon as you close the merge the icon on the ribbon will disappear. I always make a real backup too in case I change my mind after I close the session.

You need to make a backup before you start working in any of the Master Lists. When you make a change here it affects your entire file and if you accidentally make a mistake a backup with save you a lot of tears.

If you ever use the Advanced Deleting you will want to make a backup first. Once you click the Apply button you can't go back. I highly suggest you keep the box "Confirm Each Deletion" checkmarked. Same with Advanced Sourcing. If you send a source to 462 people you can imagine that it won't be fun to go through there and delete them one at a time if you accidentally made a mistake.

 

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips checkout the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

 

Michele Simmons Lewis is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.

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