Tuesday's Tip - What Are Those Numbers? (Beginner)

Tuesday's Tip - What Are Those Numbers? (Beginner)

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

What Are Those Numbers? (Beginner)

We get quite a few emails asking us what the numbers in the bottom right of the Family View are.

 

Num1

The H:31 means that the Husband's RIN (Record Identification Number) is 31. The M:10 means that this couple is MRIN (Marriage Record Identification Number) 10. W:200 means the Wife's RIN is 200. In the options I have selected to show RINs next to the names so that you can see that the numbers match. (If you want to see the RINs or other available numbers next to each person's name go to Options > Customize > View > Option 8.2).

If you click in any of those three squares you will get a popup menu where you can type in a RIN (or a MRIN) as a shortcut to navigate. Most people have a few numbers memorized.

Num2

The I:6 means that I can scroll through everyone that is tagged on Individual Tag 6 by using the left and right arrows. The M:1 means that I can scroll through everyone that has a Marriage Tag of 1.

Num3

If I mouse click in the middle of the Tag box it will bring up the menu so that I can change the Tag.

Num4

I use the Tag arrows all the time. I will tag a group of people then work on them one at a time. If you don't have your RINs next to the person's name you can still see them at the bottom and you can see the MRIN of the couple without having to open the Marriage screen.

 

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 check out 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, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 


Tuesday's Tip - "Hidden" Tools (Beginner)

Tuesday's Tip - "Hidden" Tools (Beginner)

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

"Hidden" Tools (Beginner)

Legacy has a couple of nifty navigational tools and one informational tool on the Family View that new users don't see right away. If you hover your mouse in special spots on the screen you will see colored bars appear. These bars will let you rotate between spouses, siblings, and parents (if they have more than one set) without having to open those dialog boxes.

Scroll through husband's spouses
Use this bar to rotate through the husband's spouses. (click image to enlarge)

 

Scroll though highlighted person's siblings
Use this bar to rotate through the siblings of the highlighted person. (click image to enlarge)
Scroll through wife's spouses
Use this bar to rotate through the wife's spouses.  (click image to enlarge)
Scroll through husband's parents
Use this bar to rotate through other parents of the husband. (click image to enlarge)
Scroll through wife's parents
Use this bar to rotate through other parents of the wife. (click image to enlarge)

 

There is one other helpful "hidden" popup on the Family View. 

Modified dialog box
(click image to enlarge)

When you click this colored box you get a very handy popup that shows you when the husband and wife were added to your file and when they were last modified including their marriage information. It will also tell you if they were imported into your file or if you added them by hand.

Last Modified dialog box
(click image to enlarge)

These "hidden" gems will save you time navigating through immediate family members and knowing when you added someone or last modified them is always interesting information. Here is a bonus hint. If you go to Search > Find > Detailed Search you can find people that were added or modified on, before, or after a certain date.

 

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 check out 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, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Tuesday’s Tip – New feature! (Beginner)

Tuesday’s Tip – New feature! (Beginner)

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

New feature! (Beginner)

The developers have slipped in a new feature. The Relationship Report now has a filter so that you can tell Legacy you only want to see your BLOOD relatives. Before you get started, you will need to set your relationships. Go to TOOLS > SET RELATIONSHIPS. Normally you will set the relationships to yourself.

Set Relationships
(click image to enlarge)


Once you have set the relationships the report will become active. Go to REPORTS > OTHER REPORTS > RELATIONSHIP REPORT. You will see a new checkbox for "Only include blood-relatives."

New option
(click image to enlarge)


And now my report only shows the people that I am blood related to.

Related by blood
(click image to enlarge)


This is a great tool for those researchers using DNA. 

Watch the Video

Relreport

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 check out 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, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Tuesday's Tip - Setting Bookmarks (Beginner)

Tuesday's Tip - Setting Bookmarks (Beginner)

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

Setting Bookmarks (Beginner)

Legacy has two different ways you can bookmark someone. The first way are the three Quick Bookmarks at the bottom of the Family View.

Quick Bookmarks
(click image to enlarge)

These Quick Bookmarks make it easy to get to a specific person quickly. I have myself bookmarked and the two people I am currently researching. If I mouse click one of those names Legacy will immediately navigate to that person.

To set a Quick Bookmark make sure you have the person you want highlighted in the Family View and then RIGHT mouse click in one of the three Quick Bookmark fields. If there is a name already a name there it will be overwritten.

Highlight a name
(click image to enlarge)
The new name appears
(click image to enlarge)

If you want to clear the Quick Bookmarks completely, hold down the Windows CTRL button and then right click into the Quick Bookmark field.

Clearing the Quick Bookmarks
(click image to enlarge)

The three Quick Bookmarks are great for those ancestors you are currently working with but what if three bookmarks isn't enough? How about 200 more. To mark someone using a regular bookmark highlight that person and then RIGHT mouse click the book icon in the extreme bottom left corner of the Family View.

Regular bookmark icon
(click image to enlarge)

To see your bookmarks LEFT mouse click the book icon.

List of bookmarks
(click image to enlarge)

Using the two bookmark features will save you time as you are navigating your file.

Watch the video

Bookmarks
 

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 check out 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, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Save

Save

Save


Tuesday’s Tip – Entering Notes (Beginner)

Tuesday’s Tip – Entering Notes (Beginner)

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

Entering Notes (Beginner)

Most Legacy users know about the five main notes fields, General, Research, Medical, Marriage and Event but are you taking advantage of all of the other notes fields Legacy has? Just in case you are not familiar with the Big 5 we will look at those first. I will tell you what I put in each field but this is totally up to you.  

I use the General Notes to hold biographical information. I try to write a short bio on every person in my direct line and for the siblings of my direct line at the very least. Sometimes this is a paragraph and sometimes it is several pages.

 

General Notes
(click image to enlarge)

 
I use the Research Notes to document my current theories and train of thought.

Research Notes
(click image to enlarge)


I use the Medical Notes to record all kinds of medical things I find.

Medical Notes
(click image to enlarge)


And here is a Marriage Note.

Marriage Notes
(click image to enlarge)

 
Here is how I use the notes for an event. This happens to be a newspaper article so I have put the transcription in the notes. 

Event Notes
(click image to enlarge)

 
Now we will look at some of the notes fields that people seem to overlook.  I like to keep my notes with the fact they are describing.  To get to the Birth, Baptism, Death and Burial Notes fields all you have to do is click the + (plus) sign to the right of the field.  You will also see some other options listed for each of these fields.

Vital Event Notes
(click image to enlarge)


Here are some examples of what I put in these 4 notes fields.

Birth Notes
(click image to enlarge)
Baptism Notes
(click image to enlarge)
Death Notes
(click image to enlarge)
Burial Notes
(click image to enlarge)

 
Ah but we are just getting started! Any attached Media can have notes.

Media Notes
(click image to enlarge)


You can have notes attached to locations. 

Location Notes
(click image to enlarge)

 
You can have notes on addresses.

Address Notes
(click image to enlarge)

 
You can have notes for repositories.

Repository Notes
(click image to enlarge)

 
To-Do Tasks have two tabs of notes, the Task Description and the Results.  If you take the time to fill these out properly you will have a nice research log.

To-Do Notes
(click image to enlarge)


The Master Source and Citation Detail screens both have two fields for notes, Text and Comments.

Source Notes
(click image to enlarge)


Legacy 9 introduced the new Stories feature which gives you an unlimited number of additional notes with titles that you choose.

Stories
(click image to enlarge)


Each notes field can hold up to 1,000,000 characters which has always been plenty for me.


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 check out 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, CG is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News.  You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Certified Genealogist is a registered trademark and the designation CG is a service mark of the Board for Certification of Genealogists®, used under license by Board certificants who meet competency standards.

 

 


Tuesday’s Tip – Using Uppercase Surnames (Beginner)

  Tuesday’s Tip – Using Uppercase Surnames (Beginner)

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

Using Uppercase Surnames

Uppercase surnames are no longer considered a genealogy standard so if you have your surnames in all caps it will trigger a Potential Problems warning. However, there are many people that still prefer their surnames in uppercase. This is very easy to do in the Legacy Family Tree software.

1) Go to Options > Customize > Data Format.  Scroll to Option 3.3 and make sure it is set to Uppercase.  Click the Apply button over on the right to make sure that all of your surnames are in uppercase. Now click Save at the bottom.

Click the Options Tab then Customize
(click image to enlarge)

Option for uppercase surnames

2) Close the customization screens and go to Tools > Potential Problems.  Click the Standardization tab.  The very last entry is Surname Entered as All Caps.  Make sure this box is UNchecked. 

Potential Problems dialog box
(click image to enlarge)

Now you are good to go.

Family View
(click image to enlarge)


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 check out 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, CG is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News.  You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Certified Genealogist is a registered trademark and the designation CG is a service mark of the Board for Certification of Genealogists®, used under license by Board certificants who meet competency standards.