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
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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
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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
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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
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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
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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
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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.


Tuesday's Tip - Tools Toolbar (Beginner)

TT - Tools 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.

The Tools Toolbar is where all of the cool stuff is (in my opinion). You will probably access this toolbar every day you are working on your file. I will let you click on all of the options on your own so that you can see what all you can do here. Don't forget that every screen in Legacy has it's own Help button that will take you to the correct place in the Help File so that you don't have to do a search.

Tools Toolbar
(click image to enlarge)

 

There are three icons that have submenus, Merge Duplicates, US County Verifier, and Other Tools. The Other Tools also has a secondary submenu (Research Tools).

Merge Duplicates
(click image to enlarge)

 

County Verifier
(click image to enlarge)

 

Other Tools
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Next time we will look at the Search 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 - Reports Toolbar (Beginner)

TT - Reports 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.

Reports Toolbar (Beginner)

Reports Toolbar
(click image to enlarge)

 

The most commonly used reports are directly on this toolbar; Pedigree Chart, Family Group, Statistics Report, Ancestor Book, Descendant Book, Descendant Narrative Book, and the Multiple Lines of Descent Book. For the other reports you will click the down arrows next to Chart Reports and Other Reports. I think you will be surprised to see how many different reports Legacy has!

This is where you can access the Publishing Center as well as the Questionnaire, Research Log (a standard blank form that you can print), and the Forms Center (a collection of other useful blank forms).

The Legacy Charting icon will initiate the Legacy Charting program which runs independently from Legacy itself.  The Last Report icon will open the last report type you were working on which is a handy shortcut.

Next time we will look at the Tools 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 - View Toolbar (Beginner)

TT - View 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.

View Toolbar (Beginner)

The View Toolbar has some very useful links. 

View Toolbar
(click image to enlarge)

 

Make sure that you notice the down arrows next to the Master Lists, Spouse List, To-Do-List and Go-To which will open up more options. Just click directly on the down arrow to open up the additional menus. 

There is one link I want to specifically point out. This is such a fun one but for some reason users seem to overlook it. If you click the Ages icon you will see this: 

Ages
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James and Corrine are my great-grandparents. You can see their exact ages at the time of their vital events and how old they would be today if they were still alive. You can see how long they were married and what ended their marriage. You can even see what day of the week all of these events happened on. I just think these are fun stats. 

Next time we will look at the Reports 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 - Add Toolbar (Beginner)

TT - Add 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.

Add Toolbar (Beginner)

The Add Toolbar is used when you are going to add new data as opposed to editing existing data.

This toolbar will look different depending on what you have set in Options > Customize > View > 814 Prompt Style (gbl). If you have this set to Traditional, this is what you will see: 

Traditional
(click image to enlarge)

 

If you have the option set to Gender-Neutral this is what you will see: 

Gender-Neutral
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Notice that Husband and Wife have been replaced with Left Spouse and Right Spouse.  

This toolbar is pretty self-explanatory but notice that the options under Add Parent and Add Siblings have drop down arrows for more options. 

Drop down menu
(click image to enlarge)

 

Husband and Wife will change to Left Spouse and Right Spouse on these drop down menus as well if you are using Gender-Neutral.

Next time we will look at the View 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 - Edit Toolbar (Beginner)

TT - Edit 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.

Edit Toolbar (Beginner)

This Toolbar is used when you want to edit existing data as opposed to adding new data.

This toolbar will look different depending on what you have set in Options > Customize > View > 8.14 Prompt Style (gbl). If you have it set as Traditional, this is what you will see:

Traditional
(click image to enlarge)

 

If you have the option set to Gender-Neutral, this is what you will see: 

Gender-Neutral
(click image to enlarge)

 

Notice that Husband and Wife have been replaced by Right Spouse and Left Spouse.

This toolbar is pretty self-explanatory but make sure that you notice that there are down arrows next to two of the Unlink options which will give you an additional drop down menu.

Drop down menu
(click image to enlarge)

 

Next time we will take a look at the Add 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 - File Toolbar (Beginner)

TT - File 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.

File Toolbar (Beginner)

Legacy's File Toolbar is very similar in content to the File menu of most Windows programs. 

File Toolbar
(click image to enlarge)

 

Notice that the Import, Export, and File Maintenance icons have drop down arrows for more options. Here is what you will see when you click those arrows:

Import
(click image to enlarge)

 

Export
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File Maintenance
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The Import and Export menus are pretty self-explanatory. You simply pick the format that you need. I will be doing a comprehensive article on the File Maintenance menu at a later date because these options are very important.

Next time we will be looking at the Edit 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.