Author: Michael Booth

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.

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.

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.

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

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

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.

Many of our user’s around the world will be celebrating Father’s Day this weekend. In commemoration, I’m going to show you a unique feature in RootsMagic that makes working with lines of fathers (and even sons) a snap. Isolating lines of fathers and sons can be useful in genetic genealogy when you need to find just those men in your file that should share the same Y-Chromosome. Others have used this feature for surname studies, tracking legal records, and more.

The magic happens in the “Select People” screen. You’ll see this screen when you go to export a GEDCOM file, select people to color code, print a report for a group of people, publish a website online, and more. Any time you need to select a group of people to work with.

Type the name (surname, given name) of the starting person of the line you wish to select. Once the person is selected, click on the Mark group button then select Genetic lines of highlighted person.

Here you have several options. To select the line of fathers for the highlighted person, choose Y-Chromosome Line (Y-STR). If you select Ancestors of highlighted person, you’ll follow the line of fathers up the tree. If you select Descendants of highlighted person, you’ll follow the line of sons down the tree. Click OK twice to complete the selection.

Ta-da! You’ve now isolated a line of fathers and sons! Happy Father’s Day  to all those important men in our lives.

P.S. – We don’t want mothers to feel left out of the excitement. Astute readers will have noticed the option to select a genetic line based on Mitochondrial DNA Line (mitDNA).  Since Mitocondrial DNA is passed directly from mother to child so this option will similarly allow you to isolate a line of mothers and daughters.

Have you ever started exploring around your family tree and found yourself lost, unsure which line to follow to get back down to your more recent ancestors? The Color Coding feature in RootsMagic makes it easy to leave yourself “breadcrumbs” so that you always know which people are your direct-line ancestors.

The first thing to do is to find yourself on the RootsMagic main screen. Once you’re selected yourself, choose Tools > Color Code People from the main menu. You’ll see this screen:

Choose whichever color you like from the Set color box (I prefer something that really stands out). Select Ancestors of current person and then click OK. You’ll now see that all the ancestors of the selected person will appear in the selected color, whether on the main screen or in various reports and charts.

Now if you ever get lost in the upper-branches of your tree, just click on the Family view and look at the list of children:

Whichever child is marked in your selected color is a direct-line ancestor. Just click on the arrow to the left of the name to climb down the tree until you reach familiar territory.

Of course, this is just one possible use for Color Coding. Not only can you color lines of ancestors and descendants, but you can also color people based on endless criteria such as where they were born, if they are missing information, if they are the end-of-the-line, etc. You can use up to 14 different colors, each with a different meaning of your own choosing.

To learn more about Color Coding, be sure to watch our short video demonstrating it:

It’s Memorial Day weekend in the United States which means that many of you will be visiting gravesites of friends and family to honor and remember them. Did you know that RootsMagic can help you plan your visits and make sure that you don’t miss any ancestral resting spots?

Listing Everyone Buried in a Location

Would you like to have a list of everyone who was buried in a given location? The Individual List in RootsMagic does just what you need.  To create the report:

1. Choose Reports > Print a Report from the Main Menu.

2. Select Individual List from the report types and click Create Report. The Report Settings screen will appear.

3. In the People to print option, choose Selected people

4. In the People to include box, choose Select from list. The Select People screen will appear.

 5. Click on the Mark group button, then choose Select people by data fields. The Search for information screen will appear.

6. In the first row, set the options to Burial, place, contains, and the name of the location you wish to search.

7. Click OK three times until you return to the Report Settings screen.

8. Check/Uncheck any options from the Information to include section to you wish to show or hide.

9. Click Generate Report to see the list.

Voila! You now have a list of all individuals in your file that are buried in a given location. You can also experiment with different options to include precisely the people and information you need for your trip.

And while you’re there, don’t forget to take pictures of the gravesites and record GPS coordinates to record in RootsMagic for later. But that’s the subject of another tip for another day.

Happy Memorial Day!