Tuesday's Tips - Options and Toolbars (Beginner)

TT - Options and Toolbars

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

Options and Toolbars (Beginner)

Here is a quick list of all of the individual posts in the Options series and the Toolbars series.

Customize Legacy
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Data Defaults
Options: Dates
Options: Locations
Options: Sources
Options: View
Options: Colors
Options: Fonts
Options: Launch
Options: Other Settings
Options: Message Boxes

System Toolbar
File Toolbar
Edit Toolbar
Add Toolbar
View Toolbar
Reports Toolbar
Tools Toolbar
Search Toolbar
Internet Toolbar
My Toolbar
Quick Access Toolbar
Help Toolbar
Design Menu
Three Custom Toolbars

 

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 - What's This Icon? (Beginner)

TT - Whats this icon

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's This Icon? (Beginner)

Whenever a Legacy icon is colored in that means that there is data entered for that person in that section. In the below screenshot you can see that I have entered events for Benjamin and his wife Anne because both of their events icons are colored. But why does Anne's icon have a red circle above it and Benjamin's doesn't? 

Events Icon
(click image to enlarge)

 

The red circle means that Anne has had an event SHARED with her. Benjamin doesn't have this red circle because I have not shared any events with him. It is the RECIPIENT of the shared event that gets the red circle not the person from whom the event was shared. 

This is just another way Legacy gives you a visual clue to what you have entered.

 

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 - Customize the Family View (Beginner)

TT- Customize the Family View

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

Customize the Family View (Beginner)

When someone sees one of my screenshots and they notice that my labels on the Family View are different than what they have they want to know how they can change them.  Easy peasy. 

You can see that my labels are BornDiedAge [at death], Cause of Death and Cemetery

Family View
(click image to enlarge)

 

All you have to do is mouse click on one of the labels and then click Customize. The Customize box pops up.  This is where you can tell Legacy what information you want displayed.  Notice that you can display up to five fields.  Also notice the Load and Save buttons which we will get to in just a bit.

Customize Family View Information
(click image to enlarge)

 

To change one of the fields click the little square to the right that has the  in it. and you will get this:

Field Names to Display
(click image to enlarge)

 

You have 99 options to choose from.  You actually have a lot more than that.  Event is only on the list once but if you choose that you will be able to pick any event that you have.  Here is where it gets really cool.  You can save up to 10 different sets of labels!  Depending on what you are researching at the time, you might want other things to display on the Family View.

There are two other fields here that you can edit, the Names to Display and the Short Name. These are the actual field labels you will see on your screen. I could change DthCau to COD if I wanted to. The Short Name is what you will see if you have your screen at half size or you are working in Split Screen where there isn't enough room to display the full label title.

Here I am saving my new set of labels.  I am going to Save it to number 1.  If I want to use one of my custom sets of labels I would only need to click Load (above the save button). I have named this set FSID (FamilySearch ID). 

Save Custom View
(click image to enlarge)

 

Now when I click on the labels I have a quick pick list I can use but I can still go to the customize screen if I prefer and can click Load there. 

Quick Pick List
(click image to enlarge)

 

Load Custom View
(click image to enlarge)

 

You can see the labels that I have now are BirthDeathAge, Cemetery, and FSID.

New Labels
(click image to enlarge)

 

Here is my "German" set of labels.

German Labels
(click image to enlarge)

 

This is just one of many ways you can customize screens to get them they way you want.

 

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 - Three Custom Toolbars (Beginner)

TT - Three Custon Toolbars

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

Three Custom Toolbars (Beginner)

If you click Design in the extreme upper right corner of the screen and then choose Toolbars, this is what you will see:

Toolbars
(click image to enlarge)

 

We have already looked that the Quick Access Toolbar and the My Toolbar in this series of articles covering the Toolbar/Ribbon options. I showed you how to access and edit these but now you have another way to get to the edit screens. These links will take you right to them.

We haven't looked at the Husb/Wife Toolbars yet so that is what we will do now. These are the Husband and Wife Toolbars:

Husband and Wife Toolbars
(click image to enlarge)

 

If you go to Design > Toolbars > Husb/Wife Toolbars it will take you to the edit screen:

Husband and Wife edit screen
(click image to enlarge)

 

This screen works in the very same way as the My Toolbar and the Quick Access Toolbar. If you want to add an icon to the toolbar simply drag it up into place. If you want to remove one, drag it to an empty space and drop it there. You can rearrange the icons on the toolbar by dragging them into place. The only difference is there are less icons to choose from. These are the icons that pertain to a single individual. 

I hope you enjoyed this series on the different Toolbars. I will also be publishing an article that has links to all of the articles in one place. 

 

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.

 

 


Tuesdays Tip - Design Menu (Beginner)

TT - Design Menu

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

Design Menu (Beginner)

The Design Menu is at the extreme upper right corner of the screen. There are quite a few customizations here that users can overlook.

Design Menu
(click image to enlarge)

 

The little arrow looking thing at the left is a shortcut that will minimize (or expand) the main Toolbar/Ribbon. If you minimize it, this will give you more space on the main screen. 

Minimize Ribbon
(click image to enlarge)

 

If you click the word About it will take you to the Legacy Splash Screen.

About
(click image to enlarge)

 

Info Screen
(click image to enlarge)

 

The words General, Company, Translations, and Close are all hot links you can click.

If you click the word Design (or the little down arrow thingie to the right of the word Design) you will see this:

Design Drop Down
(click image to enlarge)

 

We are going to look at Styles, Font, and Animation today. Toolbars will be next week.

If you select Styles you will see this:

Styles
(click image to enlarge)

 

These are color schemes for the Toolbar/Ribbon. You can use these in conjunction with Options > Change Colors to get a more personalized look. Just play around with it until you like what you see.

You learned about the System Toolbar In Tuesday's Tip - System Toolbar.  On the Styles Menu you will see the word System here. If you click this you can add the System tab to any color scheme!  I happen to prefer the System tab so I have this selected. 

When you click Font this is what you will see: 

Font
(click image to enlarge)

 

These Font sizes, Normal, Large, Extra Large, only apply to the Toolbar/Ribbon. Be aware that the larger you make the font on the ribbon the less room you will have on the rest of the screen. It is a balance. You can control the screen fonts at Options > Customize > Fonts

The Animation option is a simple on or off. You can see that I have it clicked on. 

Annimation
(click image to enlarge)

 

If this is on, the items on the main Toolbar/Ribbon will light up (highlight) when you mouse over them. 

Highlight
(click image to enlarge)

 

Next time we will look at the Three Custom Toolbars.

 

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 - Quick Access Toolbar (Beginner)

TT - Quick Access Toolbar

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

Quick Access Toolbar (Beginner)

The Quick Access Toolbar is my favorite toolbar feature. You can customize it like the My Toolbar. The advantage to the Quick Access Toolbar over the My Toolbar is that it is always visible. The disadvantage is the icons have to be a lot smaller because of space constraints. 

Quick Access Toolbar
(click image to enlarge)

 

You edit the Quick Access Toolbar the same way as the My Toolbar. To get to the edit screen, click the little down arrow thingie to the right of the word Design in the extreme upper right corner of the screen, then Toolbars, then Quick Access.

Edit the Quick Access Toolbar
(click image to enlarge)

 

When you do, you will see a familiar screen.  The edit screen looks the same as the edit screen for the My Toolbar. It works in the very same way. You drag icons from the bottom to the toolbar above. To remove an icon from the toolbar just drag it away from to the toolbar with your mouse to an empty part of the screen and drop it there. You can rearrange the icons by dragging them into place. 

Edit screen
(click image to enlarge)

 

You can position the Quick Access Toolbar above or below the main toolbar. You can also minimize the main toolbar (ribbon) so that only the Quick Access Toolbar is visible giving you a lot more room on your screen. To see these options, click on the little down arrow thingie at the right of the Quick Access Toolbar

Additional Options
(click image to enlarge)

 

Next time we will take a look at the Design Menu.

 

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 - Help Toolbar (Beginner)

TT - Help Toolbar

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

Help Toolbar (Beginner)

Help Toolbar
(click image to enlarge)

 

The Help Toolbar is pretty self-explanatory but I do want to point out a few things. My Help Toolbar has an icon on it that yours probably doesn't have and that is the Help Language. I have more than one Help File installed (English and German). If you are bilingual and want to do this you can learn how HERE.

The Help Index brings you to the main Help File. Normally you will use the Help button that is located on the exact screen you are working on which will take you to the right place in the Help File without having to do a search. However, if you go to the main Help Index you will see some cool things.

Help Index
(click image to enlarge)

 

Over on the right side are links to some general help topics that I think you will want to explore.  I also want you to notice the Favorites tab over on the left. You can easily save your favorite articles here so they are easy to find. You can also print articles using the Print button.

The Support Ticket link is where you go to report a problem to us. If you have a suggestion for a new feature you would use the Request Feature link. The Tech Support link will take you to our Knowledge Base of articles on our website which is searchable. 

The Download Update link will take you to the download page on our website. If you have Legacy Deluxe, it is easier and more convenient to download updates from the Legacy Home tab. 

Next time we will look at the Quick Access Toolbar

 

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 - My Toolbar (Beginner)

TT - My Toolbar

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

My Toolbar (Beginner)

My Toolbar
(click image to enlarge)

 

My My Toolbar has already been customized so it will look different than yours. To edit the toolbar, click the small down arrow thingie (technical term) at the bottom right. 

Edit MyToolbar
(click image to enlarge)

 

You can drag icons to the My Toolbar at the top. To get rid of icons, drag them off the toolbar at the top and pull them to a blank spot on the screen. You can also rearrange the icons on the toolbar by dragging them into place. 

I couldn't show you all of the available shortcuts but if you scroll down you will see that you have four custom icons. 

Custom Shortcuts
(click image to enlarge)

 

Right click any one of these icons and you will be able to link it to an internal file on your computer, to a program on your computer, or to a web page on the internet. You can also change the icon itself. For example, if I linked to MS Excel I could change the icon to the Excel icon. Legacy has some common icons already there for you to pick from or you can add your own. Please consult the Help File from this dialog box for more detailed instructions. 

User-defined
(click image to enlarge)

 

Next time we will take a look at the Help Toolbar

 

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 - Internet Toolbar (Beginner)

TT - Internet Toolbar

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

Internet Toolbar (Beginner)

Internet Toolbar
(click image to enlarge)

 

Some users don't realize that the Web Pages Creation Tool is on the Internet Toolbar. The first five icons are the five different styles of web pages you can create.  Creating web pages is very similar to creating a report. The screens will be familiar to you. Please note that you must have your own web space on the Internet and you must use an FTP client to upload them. Some web servers have built in FTP clients but if not, we recommend the free FileZilla program. This is what we use here at Legacy. 

This isn't the only way you can do web pages. You can upload a gedcom to any of the "tree" websites. Another option is to use The Next Generation of Genealogy Site Building (TNG). You must have your own web space for this one. This is the program that the Guild of One Name Studies (GOONS) uses for their member websites. Many GOONs use Legacy. Your web space must have PHP/MySQL capability. TNG does offer web space.  

The Search the Internet is a great time saver. Legacy will auto fill in all the fields that that particular website needs. There are many default websites already programmed in for you but you can also add your own. For more information on that please consult the Help File.

Search the Internet
(click image to enlarge)

 

For some reason users miss the little down arrow next to the Find a Grave icon. There are some very useful searches here. 

Find a Grave
(click image to enlarge)

 

Next time we will take a look at the My Toolbar.

 

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 - Search Toolbar (Beginner)

TT - Search Toolbar

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

 

Search Toolbar
(click image to enlarge)

 

There are several things I want to point out on the Search Toolbar because these searches are very different from each other. Find brings up the internal Search screen. Make sure you click on all of the tabs to see all of the different searches you can do. Find Next will bring you to the next person on your EXISTING Search List. Find Previous will take you to the previous person on your EXISTING Search List. Census List is a specialized search with many applications, not just census searches. If you click the Find button you will also see the Census List here as one of the tabs. Search List will bring up your EXISTING Search List

Search Replace is where you will search a specific field for a specific value and replace it with something else. Search Internet has a list of default genealogy webpage searches and Legacy will fill in the search criteria for you. You can also add your own websites to this list (see the Help File). 

FamilySearch will open up the FamilySearch interface screen where you can do a direct sync. 

Find a Grave has a sub menu which users tend to miss for some reason. There are some great time saving searches here. 

Find a Grave
(click image to enlarge)

 

The Search Hashtags will let you create a Search List of people using a specific Hashtag which you can then further manipulate. You can use the Windows CTRL command to select multiple Hashtags at once. You can also use the Windows Shift command to select all of them.

 

Next time we will look at the Internet Toolbar.

 

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.