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.

 

 


Tuesday's Tip - Batch Printing (Beginner)

TT - Batch Printing

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

Batch Printing (Beginner)

There are two reports in Legacy that will allow you to "batch print," the Family Group Report and the Individual Chart Report

Go to Reports > Family Group. You can work on either report from this screen but for now leave it on the Family tab.

Family Group Report
(click image to enlarge)

 

Click the Record Selection button at the bottom of the screen and you will get this dialog box:

Report Record Selection
(click image to enlarge)

 

Look at all of the choices you have! You can print groups of reports based on Focus Groups, Individual Tags, Marriage Tags or all of the Individuals in your file. If you switch to the Individual Chart Report the Record Selection screen looks slightly different.

Report Record Selection 2
(click image to enlarge)

 

Some people like to batch print all of their Family Group Reports or their Individual Chart Reports to add to their paper filing system. For example, if you have file folders set up for your family groups you might want to add their Family Group Report to the front of each folder. Same thing if you have file folders for all of your individuals. Other people like to print these out and keep them in a binder so that family members can browse through them. If you have a group of tagged individuals that you are working with you can print these out as worksheets, You can write on and then later transfer the information to Legacy. 

This is a very helpful feature that many users aren't aware of.

 

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 - A Shared Events Tip (Beginner)

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

A Shared Events Tip (Beginner)

Since I am a Legacy dinosaur I am still more into copying and pasting events than I am sharing events; however, I just found a reason why shared events is a very good thing.
 
Last night I found an interesting court case involving my 5th great-grandfather's brother John McMichael. He went to court in 1802 claiming that in 1788 Creek Indians had stolen three of his horses and he now wanted compensation. John's brother David (my 5th great-grandfather) signed an affidavit confirming the story but so did a man named Patrick Hays. I don't know who Patrick Hays is but I do know that David's grandson Leroy married an Elizabeth Hays. I added Patrick as an unlinked person and then I copied and pasted both the theft in 1788 and the 1802 court case to him. Then I had a light bulb moment. Patrick is unlinked in my file and I could very easily forget about him. If I shared the events with him instead of copying and pasting there would be a link between John McMichael, David McMichael and Patrick Hays. No matter who I am working with I can see the link between the men. If I had simply copied and pasted the event there isn't a true link. I would have to open the event, read it, then go to the other person to get more information. Now that I have shared the events it is much less likely that I will forget about Patrick. 
 
Shared Events
(click image to enlarge)
Old dogs can learn new tricks.
 

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 - Linking to Two Sets of Parents (Beginner)

TT - Linking to Two Sets of Parents

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

Linking to Two Sets of Parents (Beginner)

So far we have learned how to Link to Parents and how to Link to a Single Parent. Today I will show you how to link to two sets of parents.  

Gala Apple was adopted. Her adoptive parents are Mcintosh Apple and Cotton Candy. Through DNA Gala has found her biological parents. To add her biological parents you can either click the blue + (plus) sign in the parents' area or click the Parents icon in the row of icons under Gala. Notice that on the Parents icon there is a little number 1. That tells you that Gala has one set of parents. When we get done that will change to a 2. 

Add parents
(click image to enlarge)

  

When you use either method this is the dialog box that you will see. 

Parent's List dialog box
(click image to enlarge)

 

Since we have the adoptive parents already highlighted and ready to go we will work with them first. At the bottom you will see Relationship to Father and Relationship to Mother. We will use these to designate Gala's relationship to this set of parents.

Add the relationships
(click image to enlarge)

 

Now we can either Add New Parents or Link to Existing Parents. You have already learned the difference between these two in the article, Linking to Parents. Today we are going to Add New Parents. When you click Add New Parents you will now see this:

New parents are now displayed
(click image to enlarge)

 

Highlight the Unknown & Unknown Parents and then click Edit Father. You will see a now familiar dialog box giving you the option of Add a NEW Person or Link to an EXISTING person.

New Husband dialog box
(click image to enlarge)

 

We were already given the opportunity to Link to Existing Parents but we didn't choose that option before so why are we presented with this question again? You would select the previous Link to Existing Parents option IF both people are already in your file AND they are already linked to each other as a couple. You would use this Link to EXISTING Person IF the father is in your database AND the mother isn't OR the mother is in your database but not linked to this father yet.

We are going to Add a NEW Person so go ahead and click that button.

Add a New Father
(click image to enlarge)

 

The Individual's Information screen comes up. Notice that the surname Apple defaulted in. We will need to change that. 

Add a new name
(click image to enlarge)

 

After you Save this screen you will now see

The new father has been saved
(click image to enlarge)

 

If we didn't know the child's other biological parent we could stop here but we will go ahead and highlight Cheddar Cheese and now click Add Mother. Did you notice that the button Add Father is now changed to Edit Father?  After we click Add Mother we get a slightly different dialog box.

Add Wife
(click image to enlarge)

 

Don't let the Add Wife to:  throw you off. You are merely linking the two parents together. If they were not married you can easily mark them as such in just a minute. We are again presented with two options. We are going to Add a NEW Person.  I would use the Link to an EXISTING Person IF I had added the first parent as a new person AND now I am going to link that new person to an existing one in my file OR both parents were already in my file but they were not linked to each other as a couple. Legacy will link those two existing persons as a couple. Remember, if both persons are already in your file and they are already linked to each other, you would have used the option at the very beginning to Link to Parents.

So now I am going to add Gala's biological mother.

Individual's Information screen
(click image to enlarge)

 

After you click SAVE the Marriage screen will pop up.  Here is where you can mark the couple as not having been married if you need to.

This couple did not marry
(click image to enlarge)

 

After you click Save you are back to the Parents screen and now you can see both sets of parents. Notice that I have Cheddar Cheese and Pasta Salad highlighted and I have marked their relationship as Biological. Also notice that I could mark these relationships as private or invisible if I needed to.

Both sets of parents listed
(click image to enlarge)

 

If you go back to the Family View you will now see that the Parents icon has the number 2 and if you take your mouse and hover it over to the right of the Parents area you will see a bar appear that you can click to easily switch between the sets of parents.

Two sets of parents on the Family View
(click image to enlarge)

 

I want to go back to the Parents screen for a sec to point out something. You can mark either set of parents as Preferred. All that means is that when you are navigating through your file this is the set of parents that will be displayed in the various views. You can easily switch to the other set like I showed you in the last screenshot.  This will also be the set of parents that is displayed in reports. Some reports allow you to show both sets of parents.

In the screenshot you will see that Cheddar Cheese and Pasta Salad are showing as Preferred (asterisk * by their name). 

Preferred Parents
(click image to enlarge)

 

To change which couple is preferred, highlight the couple that you want to be preferred and then click Select. This dialog box will disappear but the change has been made. Open up the dialog box again and you will see that Mcintosh Apple and Cotton Candy now have the asterisk (*) and are the preferred parents.

New preferred parents
(click image to enlarge)

 

Before I close out this article there are two situations I want to address. If the child was adopted by a close relative you don't want to give them two sets of parents (for example, if the child was adopted by his grandparents).  If you do, you will create an Endless Loop that will cause you problems when doing reports. Instead, just leave them with their biological parents and explain the adoption in the notes or create an adoption event. 

The other situation has to do with step-parents. Ancestor and Descendant reports and charts are based on bloodlines. People write in all the time asking how they can get their stepchildren to display in their bloodline reports. 

If you want to include non blood relations you have to trick Legacy a bit by giving these children two sets of parents, their biological parents and their biological parent plus the step-parent. You will need to designate the step-parent in the Child-Parent Relationship.  I highly recommend that you leave the relationships blank for the biological parents and only designate the step-parent. I only mark the biological relationships in a non family member adoption. This will keep your reports from being cluttered up with labels. In the below screenshot you can see that Gala's mother Cotton Candy was married twice. Gala's relationship to Cotton's second husband, Sliced Bread, is Step

Step-parents
(click image to enlarge)

When you create a report you will need to select the option to include the Child-Parent Relationships. Open the report you are working with and then click Report Options. Make sure you are on the Include tab. About halfway down the left column put a check mark in the box that says Child-Parent relationships. If you don't, whoever reads your reports will get confused since reports are designed to show bloodlines. You will have children that appear to have been born out of wedlock (before or after the couple married). This is especially true if the mother is the step-parent and the father had children from a previous marriage. All the kids will have the same surname and it will appear that the couple had children outside of the confines of their marriage. If the wife is the one that was married more than one time you will have children with different surnames which will not readily make sense since the wife's previous marriage(s) will not be displayed.

Report Options
(click image to enlarge)

 

I hope this series of three articles, Linking to Parents, Linking to a Single Parent, and now Linking to Two Sets of Parents will help you document your relationships correctly.

 

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 - Linking to a Single Parent (Beginner)

TT - Linking to a Single Parent

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 - Linking to a Single Parent (Beginner)

Last week I showed you how to Link to Parents but let's say you have someone in your database and you know who their father or mother is but you don't know who their other parent is. There are a couple of different ways to handle this but I am going to show you the easiest. This will work whether the parent is someone in your file or not.

If the child is already in your file put that person in the Family View. If the child is not in your file, enter the child as an unlinked individual (Add > Unlinked).  

Family View
(click image to enlarge)

 

Now right click in the parents area. You are going to select Add a Father (or Add a Mother). 

Add a Father
(click image to enlarge)

 

When you do, you will have the option to add a new person or link to an existing. We are going to Link to an EXISTING person

Link to existing person
(click image to enlarge)

 

The Name List will come up. Highlight the correct parent and click Select.

Name List
(click image to enlarge)

 

Now you will see the newly linked father (but no mother).

Father is now linked
(click image to enlarge)

 

When you put the father in the Family View, you will see that he is a single parent. Notice that Green Beans has a "2" on his spouse's icon. Green Beans is married but we didn't add his son Lima to his marriage but rather to a new, unknown relationship. If I had wanted to to link Lima to Greens Beans and his known wife I would have used the Link to Parents option instead and that is VERY important to understand. We get a lot of emails from people that linked to a single parent when they wanted to link to a married couple. 

Child is now linked
(click image to enlarge)

 

If neither parent is in your file, this is when you would Add a Father and then Add a Mother. When you do this Legacy will automatically link the two as a couple. If both of these people are already in your file you would never do this because what would happen is both parents would end up with a second marriage to themselves!

Adding parents one at a time
(click image to enlarge)

 

To review:

1) If you are linking to a married couple that is already in your file you will Link to Parents

2) If you want to link to a single parent (whether or not that person already has a marriage), then you will use the instructions above to link to a single parent

3) If neither parent is in your database, you can add them one at a time using the Add Father, Add Mother and Legacy will automatically link them together as a married couple

 I hope the information in this article and in the Linking to Parents article will help you get everyone in your file linked properly without creating extra, unwanted relationships.

 

 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.