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. There are a couple of limitations to the fact types you can add. Click the “Add fact to form” button and you can select the fact type you want to add to the form. When you click the Customize link, RootsMagic displays the Customize screen where you can add additional fact types to the form. You can easily add and remove event types from this screen by clicking the “Customize this form” in the lower-left corner. Depending on your research areas and methods, you may need to often enter other events such as christening, baptism, census, or wills. By default those “basic events” are birth, death, and burial.
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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. When you add a new person in RootsMagic, the first screen you see is the Add Person screen. Have you ever mumbled under your breath because RootsMagic didn’t include the field you always want to enter on the Add Person screen? And with a little customization, RootsMagic can give you exactly what you want to know. So while you may not remember whom you last edited or when, RootsMagic does. The “Last date edited” is available in most places where you want to search, select people, sort, or even display in custom reports. To select people you edited between January and July of 2014. By selecting that field, you can select people whose “Date last edited” is before a date you enter, or after a date you enter, or you can even do something like: The screen that then pops up lets you enter the “criteria” for marking people, and one of the fields you can select by is “Date last edited”.
That screen will have a button named “Mark group” which will display a menu letting you choose to “Select people by data fields”. Whenever RootsMagic lets you select a group of people for something (such as a report, creating a GEDCOM, or creating a named group), it will display a list of the people in your file where you can check (or “mark”) the people you want to select. There are a number of other areas where you can use the “Last date edited”, but the most useful is probably when you are selecting people. You can quickly and easily see either the people you have edited most recently, or the ones you haven’t touched in the longest amount of time. Clicking it a second time will sort the list in the opposite order. Once you have added the “Last edited” column, you can easily sort the People view on that date by just clicking the header over the column. I moved it to right after the “Sex” column as seen below, but you can put it anywhere you want (except the very first column which is always the person’s name). There are 3 steps to adding a column… 1) find and highlight “Last edited” in the list of available columns, 2) click “Add to view”, and RootsMagic will move that field into the right column, and 3) highlight “Last edited” in the right hand column and use the “Move up” and “Move down” buttons to choose which position to display that column. On the left side are the available columns, and on the right side are the columns you want displayed in that view. RootsMagic will open a form that lets you choose which columns you want to display in the People view. Switch to the People tab in RootsMagic, and click the “Customize this view” button. There are a number of useful purposes for the “Last Edited Date”, and I’m here to show you a couple of them.įirst, if you would like to just see which people you recently worked on, you can customize the People View in RootsMagic to not only display the date last edited, but also to let you sort your database by that date. This is done automatically for you, and it isn’t something you can edit directly. You may not have noticed it, but if you look in the bottom left corner of a person’s edit screen, you will see the date you last made a change to that person. You stare at the list of names you have entered into RootsMagic over the years, and think to yourself “I wonder how long it has been since I’ve worked on that guy’s line?”.Īs you make changes to your data, RootsMagic keeps track of the date you last edited each person.
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