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
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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
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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
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County Verifier
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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
(click image to enlarge)

 

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.


Tuesday's Tip - System Toolbar (Beginner)

TT - System 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.

System Toolbar (Beginner)

This is the first in a series that will cover all of the Legacy Toolbars (also called Ribbons). I am not going to go in depth on every single option but there are certain things that I want to point out.

Many of you won't see the System Toolbar. It is only visible with certain color schemes. If you don't have a System Toolbar you will instead see a large Legacy Icon in the extreme upper left corner of the screen. Whether you click the System tab or you click the large Legacy Icon you will get the exact same menu.  Notice that the Legacy Icon is very small if you have the System tab.

System Toolbar
(click image to enlarge)

 

Here is what the Legacy Icon looks like if you don't have the System tab:

Legacy Icon
(click image to enlarge)

 

As you can see, the menus are identical. You will see a list of your most recent files which is a great shortcut if you work with multiple files. The menu on the left is self-explanatory but I want to show you the Print menu.

Print Menu
(click image to enlarge)

 

The Print Setup option is where you will tell Legacy which printer is your default printer. You can also select some basic printing parameters here. All of these can be overridden when working with an individual report. You will see a list of shortcuts to the various reports and there is a down arrow at the bottom of the list to display more. 

Next time we will look at the File 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 - Options: Message Boxes (Beginner)

TT - Options - Message Boxes

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: Message Boxes (Beginner)

Previous articles in this series:

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

The next section in the Customize Legacy menu is Options > Customize > 12.5 Message Boxes

12.5 Message boxes
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This will be the last article in this series. I decided to do a separate post on this option because there are three pages of options when you click the Turn on or off Options Reminder Messages button. New users will have more of these options turned on and seasoned users will have less. If you are just starting out I recommend that you select every option and as you are getting the popups you can decide whether or not you want to keep that particular option. Most of the popups have a check box on them where you can disable that reminder without having to go back to this main options menu.

On these screens you will see what I have selected for myself. There are a couple of options that I want to point out though most are self-explanatory. It is important to go through all of these options and decide which reminders would be helpful to you. Ron (Technical Support Manager) created a short video showing how easy it is to turn these reminders on and off. You can watch it HERE.

Prompts/Reminders

Prompts-Reminders
(click image to enlarge)

 

You can see that I only have one thing selected on the Prompts/Reminders tab. That's because I have been using Legacy for so long that I don't need reminders. However, the one that I have turned on is VERY important. I could very easily forget to select a specific Tag to clear and accidentally tell Legacy to clear all Tags. That could be devastating because I use Tagging A LOT. I have stuff on 8 of the 9 Tags right now. Now I have to go through a confirmation dialog box which will keep me from making a big mistake. 

 

Messages

Messages
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I only have two turned on the Messages tab. I use the Potential Problems feature so I want to get a message if I enter something that is questionable. I would rather deal with it right then. 

When adding a new Master Source it is easy to forget to scroll down to see all of the fields below especially when you are in a hurry. I like this reminder to make sure I don't miss anything. 

At the bottom you have some choices on how you would like Legacy to present your files when you go to File > Open File. I am a Windows kinda girl so I am very comfortable using the Windows dialog box to navigate to where my files are. It will automatically open to the default location that I have set in Option 6.1 but I can easily open another folder. Some people prefer that Legacy compile a list of all of the family files on their computer no matter where they are.  You also have the option to choose between the two methods every time you use File > Open File.

 

Questions

Questions
(click image to enlarge)

 

I only have one thing selected on the Questions tab. I could manually tell Legacy to use IntelliPass (AutoMerge) in the options menu of the Merge but this saves me a step because I will get a popup box asking me if I want to do an IntelliPass. Legacy has very strict rules when doing an AutoMerge and I am fine with it doing this. I want to run it anytime I am checking for duplicates.

 

That's the end of our series on the General Options. I hope this will help you get Legacy set up in a way that will work best for you and how you do your research.

 

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.