Better Editing in RootsMagic 11: Edit Screen Enhancements

If you’ve used RootsMagic for any length of time, you know how much time is spent on the Edit Person screen—adding new details, updating information, and organizing sources and notes. With RootsMagic 11, we’ve made big changes to this screen so that data entry is faster, less “clicky,” and much more intuitive.

In this video we demonstrate the redesigned Edit Person screen and show how these updates can make your everyday work more efficient.

A New Way to Work with Notes, Sources, and Tasks

Three new views on the Edit Person form—Notes, Sources, and Tasks—give you a broader view of a person’s information and let you edit it right where you see it.

Instead of clicking through multiple panels, the Notes view now displays every possible note connected to a person: general notes, event notes, family notes, name notes, and even associations. You can quickly see which items already have notes, edit them inline, and use a search box to instantly filter down to the exact text you’re looking for.

The Sources view works in a similar way. All of a person’s citations appear together in one list, where they can be edited on the spot. You can filter citations by fact or family, attach new citations exactly where they belong, and even drag-and-drop to reorder them. That order is respected in reports, making it easier to keep your documentation organized the way you want it.

Tasks now share this streamlined approach too. You can view every task tied to a person, whether it’s linked to a fact, a name, or an association, and edit them directly in the list without extra steps.

Clearer Visual Cues for Proof and Privacy

RootsMagic 11 also brings clarity to fact status icons. Private facts are now marked with a lock symbol, and proof statuses are easier to distinguish: proven facts show a green check, disproven facts display a circle with a slash, and disputed facts carry an exclamation mark.

A brand-new proof option—Proposed—adds flexibility for genealogists working with theories or hypotheses. Proposed facts are marked with a puzzle-piece icon, signaling that the information is tentative but worth tracking.

A Header That Does More

At the top of the Person page sidebar, the updated header now shows live counts for a person’s notes, sources, media, tasks, health items, and DNA tests. If an item doesn’t exist, the icon will be grayed.

These counts are not just informative; they’re interactive. Click any icon to jump straight to the relevant edit view for the person, or expand the header to see the actual numbers listed beside each category. This makes it easy to scan your tree and quickly spot where more information might be needed.

Editing Made Easier

Together, these improvements turn RootsMagic 11’s Edit Person screen into a more powerful and flexible workspace. Whether you’re attaching citations, refining your notes, or organizing tasks, you’ll find that the process is smoother and requires fewer steps. The end result is more time spent on research and discovery—and less time clicking through screens.

👉 Learn more about RootsMagic 11 at rootsmagic.com/rootsmagic