Tip: Saving Your Spot in RootsMagic Using Bookmarks


 Bookmarks

Every person in your family tree is important, right?  As much as we may hate to admit it, sometimes certain persons are more important than others.  For example, imagine wandering around through the outskirts of your family tree when you realize it’s time to shut down for the night.  You wish there was a way that you could just pick up where you left off the next time you get on… and there is.

Meet your new friend the “Bookmark“.  Bookmarks work just like they sound… highlight a person on any of the main screens, press Ctrl+B (or do “Search > Bookmarks > Bookmark person” from the menu), and RootsMagic will remember that person for you.  Any person you bookmark will be listed in the Bookmarks tab of the side list like this…

Bookmarks

Just select any bookmark in the list and click Go, and RootsMagic will jump directly to that person.  There’s no limit as to how many bookmarks you create, although if the list gets too long you’ll want to make sure you read last weeks tip on incremental searching.  Your bookmarks are saved with your database so you can keep them as long as you wish, or you can highlight a bookmark in the list and click the red X to delete it.

Bookmarks are also great for when you need to temporarily go somewhere else in your tree and be able to quickly return to the current person.  Just bookmark the person you are on, go do whatever else you need to do in your tree, then quickly jump back to the original bookmarked person.

So remember, while every person in your family tree is important, bookmarks let you mark those that are the most important to you at the time. And, to avoid any hurt feelings, you might want to make sure any living family members don’t notice their absence from the bookmark list.

Tip: Find Exactly What You Want with a Few Keystrokes


IncSearch

You’re looking at the index of people on the main RootsMagic screen.  You see “Aldred, Mary” but you want to move to “Taylor, William”. Your only hope is to scroll down through the list, past thousands of names and 20 letters of the alphabet until you find what you’re looking for, right?

Sadly, we see this happening all too often, even with experienced RootsMagic users. The saddest part of all this is that it is completely unnecessary with RootsMagic’s fantastic incremental searching.

How does it work?

Step 1) Click anywhere inside whatever list you want to search in order to “select” that list. You can tell if it is selected because the colored bar highlighting the selected record will be blue instead of gray.

IncSearch1

Step 2) Start typing the text you want to search for. RootsMagic will automatically jump to the first matching record and will put an orange box around the text that you’re searching for.

IncSearch2

Step 3) Keep typing the text you want to search for until you find what you’re looking for. In the case of a list of names, once you match the surname, press the , (comma) key to start searching on given names.

IncSearch3

Step 4) If searching a list of names, start typing letters of the given names until you find the record you are looking for.

IncSearch4

That’s it! You just jumped through thousands of names from “Alred, Mary” to “Taylor, William” with just 8 keystrokes!

IncSearch5

And the best thing? It will work on almost every list in RootsMagic! Try it on lists of places, sources, fact types, and more to quickly find the record you need.

So if you haven’t used this feature in RootsMagic, what are you waiting for? Try it for yourself. And the next time you see someone slowly scrolling through a list in RootsMagic, share this time-saving tip with them. You’ll have the satisfaction of knowing that you saved someone from  hours of unnecessary scrolling and be promoted to “RootsMagic Hero” in their eyes.

Help us Improve RootsMagic and You Could get $50 at Amazon


RootsMagic Survey

Let your voice be heard! We want to hear from you on how we can improve RootsMagic to better serve your family history wants and needs. To this end, we have setup a survey available HERE.

And to show our appreciation for your time, we are giving away five $50 Amazon.com gift certificates to randomly-selected survey respondents.

The survey will be available until Tuesday, July 15, 2014. But don’t wait, take the survey today!

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Tip: Know Your Relationships


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Tip: Never Get Lost in Your Tree with Color Coding


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