Tuesday's Tip - Options: General Settings (Beginner)

TT - Options - General Settings

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: General Settings (Beginner)

In Customize Legacy we went over some general information about the Options menu. Today we are going to look at the specific options in Options > Customize > 1. General Settings.

1.1 Program Startup (gbl)

1.1 Program Startup (gbl)
(click image to enlarge)


This controls what happens when you start Legacy. The Splash Screen is simply the Legacy logo that displays until the file has been fully loaded. It lets you know that something is happening.

The Starting View is which view Legacy will open to. This is a simple drop down box where you can choose. Since I normally work off of the Family View that is how I have mine set.

Family View

 

1.2 Starting Family File
If you have more than one file you need to tell Legacy which one you want it to open when you start up the program. You have three choices. You can see that I have mine set so that it automatically opens the last file I was working with. You can tell Legacy to prompt you with a list of files to choose from each time you open the program. Or, you can tell Legacy to always open a specific file.

1.2 Starting Family File (gbl)
(click image to enlarge)

 

If I click the down arrow next to Always open this file you can see that I have 3 files to choose from plus an "Other Files" folder that has a lot more. It will always open up to the folder that you have set as your default (another setting we will be getting to!)

Michele's Files
(click image to enlarge)

 

1.3 Starting Family (gbl)
So far I have told Legacy which file I want to automatically open and I have told it which View I prefer. Now I am going to tell Legacy which PERSON I want it to open to. You can see that I have it set so Legacy will go back to where I left off.

1.3 Starting Family (gbl)
(click image to enlarge)

 

Some people prefer to start off with a specific couple each time, usually yourself. If you choose to Display Preferred startup family you still need to tell Legacy who that startup family is.  You do this on the main ribbon at Options > Set Startup Family. When you click this icon you will be given two options. You can use the current couple on your screen or you can select from the Name List.

Set Startup Family
(click image to enlarge)

 

1.4 Starting Ribbon Tab (gbl)
There might be one toolbar that you use more than the others so you will probably want it to be the default starting toolbar. You can see that I have chosen My Toolbar which I have customized to have the icons I use most. You can also select Start with ribbon minimized which will give you more screen space for the family information that is being displayed. I like having the ribbon displayed so I don't have this checked.

1.4 Starting Ribbon Tab (gbl)
(click image to enlarge)

 

1.5 Tagging Options (gbl)
This is where you turn Tagging on or off. Tagging is VERY important to me so you can see that I have Tagging turned on.

1.5 Tagging Options (gbl)
(click image to enlarge)

 

You can specify which Tags you want to display on the Name/Search Lists. I have it set to show all 9 Tags. When you click Tags to Show on Name List you get this dialog box. You can show all 9 Tags or show only 3 tags. If you choose 3 you can tell Legacy which 3 you want to see.

Select Tags to Show
(click image to enlarge)

 

1.6 Show Popup ToolTips (gbl)

1.6 Show Popup ToolTips (gbl)
(click image to enlarge)



There are two different kinds of popup tips. You will see these when you mouse over something. Tooltips popup on Legacy features to give you a hint about that feature and Quick Name Lists pop up when you hover over a person's name. Here is an example of each. The first is an example of a Tooltip and the second is an example of a Quick Name List.

ToolTip
(click image to enlarge)
Quick Name List
(click image to enlarge)

 

I have ToolTips turned off because I don't need them but I have Quick Name Lists turned on because this is a great shortcut so that you don't have to click on another screen for the information.

 

1.7 Popup Information Boxes (gbl)
This option goes along with Option 1.6. 1.7 controls HOW these boxes pop up. I have mine set to pop up simply by hovering the mouse cursor over the spot where I want more info and it will pop up after 1/2 of a second.

1.7 Popup Information Boxes (gbl)
(click image to enlarge)

 

1.8 FamilySearch (ff)
Checking this box turns on the syncing arrows that you see on the Family View and the Pedigree View.

1.8 FamilySearch (ff)
(click image to enlarge)

 

If you have this turned off you will still have access to all of the other FamilySearch tools. Here is what it looks like on the Family View. Since both of my arrows are green this person is in sync. For more information about how to work with FamilySearch please see our FamilySearch Training.

15

 

1.9 LDS (ff)

If you are a member of The Church of Jesus Christ of Latter-day Saints and you do Ordinance work for your ancestors, you will want to turn this on. I am not a member of the LDS Church so I don't have it checked.

1.9 LDS (ff)
(click image to enlarge)

 

If you click the Set LDS Options button you can customize how things are displayed on your screens.

1.9 LDS (ff)
(click image to enlarge)

 

We have covered every option under 1. General Settings. Next time we will go through 2. Data Entry.

 

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 Legacy (Beginner)

TT - Customize Legacy

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 Legacy (Beginner)

One of the reasons I love Legacy is because of how customizable it is. I can make Legacy look and behave the way that makes the most sense to me when I am doing my research. This article is an introduction to a series that will be going through the Customize Legacy menus. These options are the general settings for your file. There are many more things you can customize (reports and charts, for example) but for right now we are going to focus on how to customize your entire file as a whole.

To see these menus to go Options > Customize.

Options > Customize
(click image to enlarge)

 

However, before we get started there are some general things to know.

On the left side of the above screenshot you will see there are 12 sections of Options. All of the Options within each section have a number, 8.2, 4.4, 1.6 etc. The first number tells you the section and the second number simply tells you which option in that section. This is handy when you are talking with others (or us) on the Legacy User Group Email List, the Legacy User Group on Facebook, the Legacy Support system, or the Legacy Enhancements system. You can use this as a bit of a shortcut so that you don't have to type everything out. You can just say Option 2.3 when you are talking about what age you want Legacy to automatically mark someone as deceased.

Option numbers
(click image to enlarge)

 

Each option is designated with an (ff) or a (gbl). (ff) stands for Family File and it means the option you are looking at only applies to the file that is currently open. If you have more than one file and you want this option to apply to all of them, you have to open them up one at a time and set the option. If you start a new file all of the (ff) options will be set to the defaults until you change them. (gbl) stands for Global and it will apply to all of your files. You don't have to open your files one at a time to set these. If you start a new file these will remain set for that file.

(ff) vs. (gbl)
(click image to enlarge)

 

At the bottom of each screen you will see Options for Default Settings. Click the button and you will see 5 options.

Options for Default Settings
(click image to enlarge)

 

For some reason Legacy users seem to overlook this button and there are some very powerful tools here. We are going to look at each one but not in the order you see on the screen.

Reset to Legacy-Defaults
This simply puts everything back to how it was when you first installed Legacy. If you want to wipe out your settings and start over from scratch this is how you do it.

Save current GLOBAL settings as User-Defaults
Remember the (ff) vs. (gbl) settings? This will only save the (gbl) ones.

Save current Family File settings as User-Defaults
This will save all of the (ff) settings.

Save ALL current settings as User-Defaults
This is the one I use. This saves both the (ff) and the (gbl) settings. I have all my options exactly how I like them and they all saved.

Reset to User-Defaults
Remember how I said that if you start a new file only the (gbl) settings will be carried over and all of the (ff) settings will go back to the defaults? When I start a new file I can immediately go to this screen and get it set up just like my old file. When we issue an update sometimes one or more of the settings will go back to the defaults. This can't be helped when the programming code for the things those settings control has been changed. When this happens you can reset back to your personal defaults. You can also experiment with different settings. When you are done experimenting you can reset back to your saved user settings.

Don't forget to click the Save button when you are finished customizing your settings. If you Cancel or simply exit using either the Esc key or the Windows X button in the upper right corner any changes you have made will not be saved.

Now that you have the basics under your belt we will go over all 12 sections of the Customize Legacy menu in future posts.

 

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 - Color Coding Living People (Beginner)

Color Coding Living People

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

Color Coding Living People (Beginner)

If you do DNA research it is common to kill people off so that they will show up in gedcom uploads. For example, I kill myself off as well as my paternal uncle and mother. I manage their DNA so I have gedcoms uploaded showing their information (with their permission of course). I do this with all DNA testers that I assist or manage (again, with their permission).

HOWEVER, sometimes I forget that I have killed someone off.

Here is my uncle and my aunt. Notice that the word Husband is in black and Wife is in red. Red = Living. Oops. My poor uncle! I can assure you he is alive and well. Also notice that his relationship label says "Self." I have the relationships set to him instead of me and that is a clue that I am currently working with his DNA.

Living Indicator
(click image to enlarge)

 

To turn this option on, go to Options > Customize > Data Format > Option 3.9 and make sure that Highlight Living Individuals is selected. Of course you don't have to be doing DNA research to turn this on. It is a quick way to tell who is alive in your file which can be very important if someone that should be dead isn't. You can see read about this in IntelliMurder!

So what if you don't like red and would prefer purple? Click the Select Color button to the right.

Select Color
(click image to enlarge)

 

Now you can select a color from the boxes at the top left, or a color from one of the Color Palettes on the right, or you can click the Set Custom Color button to pick your own color. I chose #7 from the ArtDeco Color Palette, a nice dusty purple. You can see the old color and the new one. Once the color loads, click Select this Color.

Select a Color
(click image to enlarge)

 

And here is what it looks like on the screen. Hmmmmm, I might need to go a shade darker.

On Family View
(click image to enlarge)

 

My uncle will be happy to know that I just resurrected him from the dead.

 

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 - 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.