Tip: Customize the Add Person Screen to Save Time


Customize Add Person

Have you ever mumbled under your breath because RootsMagic didn’t include the field you always want to enter on the Add Person screen?

When you add a new person in RootsMagic, the first screen you see is the Add Person screen.  It allows you to quickly enter the name, sex and a few basic events before adding the person to the database and opening the full edit screen.  By default those “basic events” are birth, death, and burial. Depending on your research areas and methods, you may need to often enter other events such as christening, baptism, census, or wills. You can easily add and remove event types from this screen by clicking the “Customize this form” in the lower-left corner.

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When you click the Customize link, RootsMagic displays the Customize screen where you can add additional fact types to the form.  Click the “Add fact to form” button and you can select the fact type you want to add to the form.  There are a couple of limitations to the fact types you can add.  First, you can’t add an alternate name fact, since it is completely different from the normal fact types, and second, you can’t add a “family” fact type (like marriage, divorce, etc), since those facts are attached to families and not to an individual.

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Let’s say you decide to add a Christening field to the Add Person screen.  After clicking “Add fact to form” and selecting it from the list, the new field is added to the end of the list of fields.

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It’s easy to rearrange the order that the fields will appear.  Just click to highlight any field, then use the arrow buttons on the screen to move that field up or down to the desired position.  You can repeat this for any of the fields.  If there are any fields you don’t need, just highlight that field in the list and click the Delete button.

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Once you have added the fields you want, and have rearranged them as desired, click the OK button and RootsMagic will return to the Add Person screen with the new set of fields you selected.  You can continue adding the person, or just cancel from the Add Person screen and RootsMagic will remember your layout when you add people in the future.  If you add more fields to the Add Person screen than can be displayed, RootsMagic will add a scroll bar to the screen so that you can scroll down to the additional fields you add.

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So if you find yourself constantly adding a particular fact to everybody you enter, spare yourself the mumbling and take a second to add that field to your Add Person screen.

 

RootsMagic Adds Direct TMG Import


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On July 29th, Wholly Genes Software announced that they would be discontinuing “The Master Genealogist” (TMG). Since then, quite a number of TMG users have contacted us directly and on our message boards asking what their options were for converting their data to RootsMagic.  While data can be transferred to RootsMagic via GEDCOM, TMG loses many details as it exports to GEDCOM including witnesses, roles, source templates, and more.

We have just released a new RootsMagic update (v6.3.3) which adds a direct TMG import. This direct import not only imports basic genealogical information from TMG like names, events, notes, and media, but also imports witnesses (with roles), source templates, and sentence templates. In fact, RootsMagic has the most complete TMG import available anywhere. Of course, due to different data models and template languages, no import can be 100% perfect but we have prepared a guide to make the transition as smooth as possible.

And to make it even easier for TMG users to transition to RootsMagic, for a limited time we are offering TMG users a competitive upgrade price of $19.95 for RootsMagic. To find out more information about the TMG import and to get the TMG upgrade price, visit:

http://TMGUpgrade.com

We know that change isn’t always easy, so if you know a TMG user who is contemplating moving to another genealogy software, feel free to let them know about this update and our special pricing for TMG users.

Tip: Finding Errors in Your Data with Problem Alerts


Problem Alerts

Have you ever noticed a little triangle symbol next to a person’s name in RootsMagic and wondered what it meant?  It means there just might be a problem with some of the information you have entered for that person.  That little symbol is called a “Problem Alert”, and will show up if RootsMagic thinks there is an issue you might need to look into.

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To see what RootsMagic wants you to check out, just click on the little symbol and the problem list will open for that person.  There may be just a single problem, or there may be multiple problems.  Some problems are limited to just that person, like dying before they were born.  Other problems might require looking at more than one person to figure out, like being born before their parents.

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In addition to displaying a list of potential problems, the problem list also gives you a number of things you can do with the highlighted problem.  Edit Person will open the edit screen for the person, which is great for those individual problem types.  Edit Family will open a screen listing all of the family members for those problems which may lie with either the person or a family member.  And sometimes a potential problem isn’t a problem at all (maybe great aunt Martha really did live to be 106).  The Not a Problem button tells RootsMagic that the highlighted item isn’t really a problem and should be removed from the list.  And what if you don’t have time right now to figure out what the problem is?  You can click Add to To-Do List to put that potential problem in the person’s to-do list so you can work on it later.

If for some reason you don’t want problem alerts to appear, or if you want to choose what types of problems RootsMagic should look for, do “Tools > File Options” from the main menu, then check whether to use the alerts or click the “Problem options” button.

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When you click “Problem options”, the following screen will let you choose which problems RootsMagic will look for.  In addition to selecting the types of problems, you can also adjust the range of values RootsMagic uses for various problem checks.

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If you want to see Problem Alerts in action, here is a short video we put together for you.

So don’t wait around to see if there are any problems in your data… let RootsMagic find them for you automatically!

Previous Articles

Announcing MacBridge: Run RootsMagic on Your Mac without Windows


Tip: Keep Your File in Shape with Database Tools


Tip: Keep Private Notes Private


Tip: Finding Anything Anywhere in RootsMagic


Tip: Finding a Person by Nickname or Married Name


Tip: Make a Map of Your Family’s Migrations


Tip: Saving Your Spot in RootsMagic Using Bookmarks