{"id":2257,"date":"2014-09-30T11:33:45","date_gmt":"2014-09-30T17:33:45","guid":{"rendered":"http:\/\/blog.rootsmagic.com\/?p=2257"},"modified":"2014-09-30T11:33:45","modified_gmt":"2014-09-30T17:33:45","slug":"tip-customize-the-add-person-screen-to-save-time","status":"publish","type":"post","link":"http:\/\/blog.rootsmagic.com\/?p=2257","title":{"rendered":"Tip: Customize the Add Person Screen to Save Time"},"content":{"rendered":"<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/CustomizeAddPerson.jpg\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-large wp-image-2272\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/CustomizeAddPerson-1024x698.jpg\" alt=\"Customize Add Person\" width=\"410\" height=\"279\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/CustomizeAddPerson-1024x698.jpg 1024w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/CustomizeAddPerson-300x204.jpg 300w\" sizes=\"(max-width: 410px) 100vw, 410px\" \/><\/a><\/p>\n<p>Have you ever mumbled under your breath because RootsMagic\u00a0didn&#8217;t include the field you always want to enter on the Add Person screen?<\/p>\n<p>When you add a new person in RootsMagic, the first screen you see is the Add Person screen. \u00a0It 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. \u00a0By default those &#8220;basic events&#8221; 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 &#8220;Customize this form&#8221; in the lower-left corner.<\/p>\n<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-06.jpg\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2261\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-06.jpg\" alt=\"2014-09-30_7-01-06\" width=\"400\" height=\"287\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-06.jpg 600w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-06-300x215.jpg 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p>When you click the Customize link, RootsMagic displays the Customize screen where you can add additional fact types to the form. \u00a0Click the &#8220;Add fact to form&#8221; button and you can select the fact type you want to add to the form. \u00a0There are a couple of limitations to the fact types you can add. \u00a0First, you can&#8217;t add an alternate name fact, since it is completely different from the normal fact types, and second, you can&#8217;t add a &#8220;family&#8221; fact type (like marriage, divorce, etc), since those facts are attached to families and not to an individual.<\/p>\n<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-18.jpg\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2262\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-18.jpg\" alt=\"2014-09-30_7-01-18\" width=\"400\" height=\"328\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-18.jpg 463w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-18-300x246.jpg 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p>Let&#8217;s say you decide to add a Christening field to the Add Person screen. \u00a0After clicking &#8220;Add fact to form&#8221; and selecting it from the list, the new field is added to the end of the list of fields.<\/p>\n<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-51.jpg\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2263\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-51.jpg\" alt=\"2014-09-30_7-01-51\" width=\"400\" height=\"328\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-51.jpg 463w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-01-51-300x246.jpg 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p>It&#8217;s easy to rearrange the order that the fields will appear. \u00a0Just click to highlight any field, then use the arrow buttons on the screen to move that field up or down to the desired position. \u00a0You can repeat this for any of the fields. \u00a0If there are any fields you don&#8217;t need, just highlight that field in the list and click the Delete button.<\/p>\n<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-07.jpg\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2259\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-07.jpg\" alt=\"2014-09-30_7-02-07\" width=\"400\" height=\"328\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-07.jpg 463w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-07-300x246.jpg 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p>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. \u00a0You 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. \u00a0If 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.<\/p>\n<p><a href=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-17.jpg\" target=\"_blank\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2260\" src=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-17.jpg\" alt=\"2014-09-30_7-02-17\" width=\"400\" height=\"287\" srcset=\"http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-17.jpg 600w, http:\/\/blog.rootsmagic.com\/wp-content\/uploads\/2014\/09\/2014-09-30_7-02-17-300x215.jpg 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever mumbled under your breath because RootsMagic\u00a0didn&#8217;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. \u00a0It allows you to quickly enter the name, sex and a few basic events before [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[40,5,32],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/posts\/2257"}],"collection":[{"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2257"}],"version-history":[{"count":10,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/posts\/2257\/revisions"}],"predecessor-version":[{"id":2274,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=\/wp\/v2\/posts\/2257\/revisions\/2274"}],"wp:attachment":[{"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2257"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.rootsmagic.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}