Tuesday's Tip - Statistics Report (Beginner)

TT - Statistics Report

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

Statistics Report (Beginner)

Legacy's Statistic's Report is a great way to see all kinds of interesting information in your file like who the oldest person was, which couple was married the longest, what is the most common given name, etc. However, you can also use the Statistics Report as an additional data error checker. You will see things here that the other built in error checkers won't pick up because of the nature of the problem. There are some things the other error checkers would pick up if you were entering your data, but if your data came in as a gedcom import, those errors were already made and Legacy won't readily see them (things like people being 256 years old).

To open this report, go to Reports > Statistics Report. This one is right on the Ribbon. You can also find it by going to Tools > Statistics, again, it is right on the Ribbon.

Here are two examples of errors:

Person is too old
(click image to enlarge)

 

Marriage is too long
(click image to enlarge)

This is a great double check for errors. It is easy to then open that person to see what is going on and fix the problem.

 

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 - Non-breaking Spaces (Beginner)

Non-breaking Spaces

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

 

Tuesday's Tip - Non-breaking Spaces (Beginner)

Let's say you have someone in your file named Mary Lou Simmons. She always went by Mary Lou and not just by Mary. In the narrative portion of reports Legacy will only pick up the first name, Mary. There is a trick to tell Legacy that you want this person to be referred to as Mary Lou.

In Windows there is a command for a "non-breaking" space which keeps two words together as a single unit. The keyboard shortcut for this is ALT 0160 and this does work in Legacy. In the Given Name field type Mary, then ALT 0160, then Lou. You will see the cursor jump to make a space but won't see anything else different on the screen.

To use one of the Windows shortcut commands (there are many!) you simply hold down the ALT button while you type 0160 using the numbers keypad on the right side of your keyboard. If you are on a laptop that doesn't have a numbers keypad, HERE are instructions.

And this is what you will see in a report:

Mary Lou in reports
(click image to enlarge)

A very simple and useful trick.

 

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.

 

Windows shortcut for a non-breaking space ALT 0160 will cause given names to stay together in reports.  

Mary Lou Davis will appear as Mary Lou instead of Mary


Tuesday's Tip - Customize the Name List (Beginner)

Customize the Name List

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

Tuesday's Tip - Customize the Name View

I work off of the Name List and Search Lists A LOT. There is a customization you can do that you might not find unless you are one of those people that likes to right click everything to find "hidden" features. 

Open the Name List (or a saved Search List) and click the Detail tab over on the right. This is what you will see.

Detail Tab
(Click image to enlarge)

 

Now right click or double click on any of the labels (Born, Bapt, Died, etc). and you will see this popup.

Customize screen
(Click image to enlarge)

 

You have 98 things to choose from and if you choose Event or Hashtag, you have even more, as many as you have entered into Legacy.  Also notice that there are Save and Load buttons on this screen. You can save up to 10 different sets of labels. This is great when you work on different projects.

Save Custom View
(Click image to enlarge)

 

And here is what my labels look like after I customized them.

Custom labels
(Click to enlarge image)

 

There are so many different ways to customize your screens so that you see the information you want to see.  This will help save you time when you are researching.

 

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 - Sorting the Name/Search and Marriage Lists (Beginner)

TT - Sorting the Name  Search and Marriage List

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

Sorting the Name/Search and Marriage Lists (Beginner)

Did you know that you can sort the Name List, Search List and Marriage List

To sort the Name List or a Search List you can click the buttons at the top labeled #, Given, Surname and Legacy will sort your list by that criteria.

Name List

 

You can also go to Options > Show User ID# in the list and the RIN column with be replaced by the User ID. You can then sort by that.

Options Menu

 

On the Marriage List you can sort by MRIN, Husband (if using Gender Neutral this will be L Spouse), and Wife (if using Gender Neutral this will be R Spouse).

Marriage List

 

I like being able to sort my data in different ways. Not only does it help me find what I am looking for but I also notice things that I might not have readily seen otherwise.

 

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 - Mailing Lists (Beginner)

Mailing Lists

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

Mailing Lists (Beginner)

Legacy has a really nifty built in feature where you can build Mailing Lists of your relatives. You will see these lists on the Mailing Address screen for each person. You can add each person to one or more lists.

Mailing Lists

 

You can get to this screen in two ways, from the Family View and from the Individual's Information screen.

Family View


Individual's Information screen

 

You will use this in conjunction with the Address Labels. On the main toolbar go to Reports > Other Reports > Address Labels. On the Who to Print tab you must have Mailing Addresses selected or you won't see the Mailing Lists.

Address Labels

 

Now you can print address labels for a mass mailing like a quarterly family newsletter or holiday cards.  For more information, please see:

Working with Addresses Part I
Working with Addresses Part II
Working with Addresses Part III
Legacy 101 - Reports

 

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 - Birthdays, Death Dates, and Anniversaries (Beginner)

TT- Birthdays

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

Birthdays, Death Dates, and Anniversaries (Beginner)

You can tell Legacy to remind you of birthdays, death dates, and anniversaries. These reminders will display on the Legacy Home tab.

To set a birthday and/or death date reminder, open the person's Individual's Information screen and you will see the check boxes at the bottom right. If you haven't entered any dates these boxes will be greyed out. It has to be a full date with a day and month.

Birthday and death reminders

 

You can also access this on the Name List by clicking the Detail tab over on the right

Name List

 

To set an Anniversary reminder you will check the box on the Marriage screen. 

Anniversary Reminder

 

You can also set this on the Marriage List.

Marriage List

 

Now you will see these displayed on the Legacy Home tab.

Legacy Home tab

 

You can tell Legacy how far in advanced you want to be reminded. On the Legacy Home tab click Options in the upper right corner and then click Options again. Make sure you are on the Reminder Options tab.

Reminder Options

 

This option is very important to me. I am a bit of a scatterbrain so I rarely even know what day of the week it is. Now I am able to send out birthday and anniversary cards to my family (on time!) and I can send a loved one a note in remembrance of a death. You have complete control over who will show up on your Reminders list.

 

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 - Accessing FamilySearch (Beginner)

Accessing FamilySearch

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

Tuesday's Tip - Accessing FamilySearch (Beginner)

There are several different ways you can connect to FamilySearch through Legacy. Before you get started, make sure that you have FamilySearch turned on in your file. Go to Options > Customize > General Settings > Option 1.8 FamilySearch. Check the box to Integrate with FamilySearch.

#1 - The Ribbon 
Go to Search > FamilySearch and that will bring up the main FamilySearch interface screen. Whoever is highlighted in Legacy will be the focus person. If that person has not been synced to FamilySearch yet you will be asked to do so.

1ss

#2 - Click the arrows
On the Family View or the Pedigree View, right (or left) click any of the arrows to take you directly to that person on the FamilySearch interface. Again, if that person has not been sync'd yet you will be asked to do so.

Click the arrows
(click image to enlarge)

 

#3 - Click the hot link
On the Individual's Information screen, there is a field for the FamilySearch ID. Notice that the word FamilySearch ID is underlined. That means it is a clickable hot link. If there is a FamilySearch ID filled in, you will be taken to that person's personal FamilySearch page on the FamilySearch website. If there is no FamilySearch ID entered you will be taken to the main FamilySearch Record Search screen.

FamilySearch ID hot link
(click image to enlarge)

 

If none of this makes sense to you, I highly recommend you go through our FamilySearch Training materials.

 

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 - Find a Grave Options (Beginner)

Find a Grave Options

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

Find a Grave Options (Beginner)

There is a specific feature I want to point out because a lot of people seem to miss it. On the main Ribbon go to Search > Find a Grave. Notice that there is a little down arrow thingie (technical term) at the bottom right of the Find a Grave icon. Click that down arrow thingie and you get an enhanced menu.

Find a Grave icon
(click image to enlarge)

 

These are very useful options but unless you know where they are they will be no of use to you. There is one more feature I want to show you. On the Individual's Information screen you will see a field to record the person's Find a Grave memorial number. Notice that the label Find a Grave ID is underlined. That means it is a clickable hot link. If there is a Find a Grave memorial number entered, you will be taken to that person's memorial page. If there is no number entered, you will be taken to the Find a Grave search screen.

Find a Grave memorial field
(click image to enlarge)

 

Happy grave hunting!

 

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 - Find a Grave Number Field (Beginner)

Find a Grave Number Field

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

Find a Grave Number Field (Beginner)

Find a Grave memorial field
(click image to enlarge)

There are two situations you will encounter when entering a person's Find a Grave memorial number. We are going to look at both.

The person has more than one memorial on Find a Grave
Duplicates on Find a Grave are pretty common but there is only space for one memorial number in Legacy (and this isn't going to change). It is important for you to help clean up Find a Grave by alerting the persons maintaining the memorials that there is a duplicate. Normally I only message the person that created the duplicate and not the person that created the first memorial. You can see the dates for when the two (or more) memorials were added at the bottom of the memorial page.

Who created the memorial and when
(click image to enlarge)


At the top of the memorial page you will see a button to "Suggest Edits" 

Suggest Edits
(click image to enlarge)

Marker photograph copyright © 2009 Robert E. Lee, used with permission

 

If you click that button you will need to scroll  to the bottom and click "Suggest other corrections"

Suggestion other corrections
(click image to enlarge)

 

Now you will see a message box where you can explain the situation. I always check the box to have a copy sent to me so that I can keep tabs on which memorials I am working on. I am always cordial and I give them all of the information they need to verify that their memorial is a duplicate.

Email a correction
(click image to enlarge)

 

If the person does not respond within 30 days, or they refuse to make the edit, "...forward your copy of the suggestion along with source documentation to edit@findagrave.com. The suggestion will be reviewed and processed." [from the Find a Grave help menu]. In the meantime, I keep track of what is going on in a Legacy To-Do task. 

 

There are two people sharing a single memorial
You will see this when you have multiple people on a single marker. Each one of these people needs to have their own memorial. If you enter the same Find a Grave memorial number for two different people in Legacy, the next time you do a Check/Repair it is going to delete the duplicates (this isn't going to change). The log file will tell you who had the duplicates and what the number was.

Error Log
(click image to enlarge)

 

The easiest thing to do is add the second memorial yourself and then contact the person that uploaded the photo, which is not necessarily the person that maintains the memorial, and ask him/her to attach their photo to the new memorial. Click the photograph itself and you will see a link to the person that added the photo at the bottom. Click the link and it will take you to their personal Find a Grave page where you can message or email him/her. If the person has their page set up so that you can't send a message or an email, send an email to edit@findagrave.com and explain the situation. They will contact the person on your behalf.

The way Legacy is set up mirrors the way Find a Grave is set up, one memorial per person with no duplicates. While you are adding your Find a Grave numbers to your file you can help the Find a Grave community clean up the errors.

 

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.

 


Finding the Legacy Family Tree Revision History

Revision History

I asked the developers to move the Revision History link so that it is more visible on the Legacy Home tab. 

Revision History
(click image to enlarge)

You can also go HERE to see it. 

Every time the developers issue a new update they will also update the Revision History so that you can see exactly which bugs have been fixed and if any enhancements have been made. Normally only minor enhancements will be in updates. Any new features will be in the next version of Legacy.  

  

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.