Searching / querying
Importing / exporting
The family data form allows you manage all the data for a particular family. You can edit family details such as marriage date and any user-defined fields which you have assigned to families. You can add links to the people which make up this family; the father, mother and children.
When you make any changes to the data, the data form will become highlighted using the "Dialog editing indicator" colour. This indicates that the data is currently being edited and has not yet been saved to the database. Click on the Update button to save the new data to the database, or the Undo button to cancel any changes made. When you update a family's data the "Last updated" date is set to today and the "Record changed" flag is set. You can view a list of all the records which have been modified by using "Tools | Records modified".
Click on the Delete button to delete the entire family and close the form.
Click on the Close button to close the form. You can have as many open data form as you wish and can switch between them at will.
Go to family:
Click on the Go to button to scroll the Tree Area to the current family.
Using text edit fields:
To add or edit data in the "Marriage", "Divorce" or any user-defined field simply click the mouse on the field you want to change and start typing. Any date fields must have dates entered using the format defined in Preferences.
To speed up entering the same place names over and over, you can press F4 or right-click in a text edit field to display a pick-list of the last 20 entries made. Click on the required entry or use the down arrow key and press Return to enter the text into the current field. Press Escape to cancel the pick-list.
To add or edit the father, right-click the mouse or press F4 in the "Father" field and choose the appropriate command from the pop-up menu. If a father already exists you can also edit him by double-clicking on the "Father" field. Use Add to create a new person who will be used as the father for this family, Identify to link to someone who already exists, Edit to edit the data for an existing father and Remove to remove the link (this does not delete the person).
The "Mother" field works in exactly the same way as the father field.
To add a new child to the family, right-click the mouse or press F4 in the "Children list" field and choose the appropriate command from the pop-up menu. Use Add to create a new person who will be identified as a child in this family and Identify to link to someone who already exists.
To edit or remove a child from the list, click on the child's name to highlight it and then right-click the mouse to bring up the pop-up menu. Use Edit to edit the data for the child and Remove to remove the link (this does not delete the person).
You can also edit a child by double-clicking on its name in the "Children list".
Children can be automatically sorted by birth/christening date if this option is set in Preferences. Sometimes it is necessary to sort a list of children manually (particularly if some have no dates). To do this the auto-sort option in Preferences must be off or you can override the auto-sort option by using the small Manual sort button at the bottom-left corner of the "Children list" (down indicates Auto-sort). Now you can re-arrange the children simply by dragging a child in the list to its new position. A curved arrow on the left side of the list indicates the position the child will take when you drop it. When you click on the Update button, the order of the children is fixed until the next time you click on the Update button for this family.
You can have more than one note for each family and you can give each one a description to help you find it. The descriptions can be used in reports if you wish.
You can also give each note a privacy level code which allows you to keep some notes private, the lower the code, the less private the note is. For example you may have notes which you always want published in reports, GEDCOM files and Web pages; so you would give them a privacy level of 0. Other notes might be for your own private use such as reminders about the status of your research and you would give these a higher privacy level. When you come to publish the data, you can decide what level of notes to include.
The use of privacy level codes should be consistent throughout the database.
To add a new note click on the New note button and start typing in the notes field. When you make any changes to the notes data, the notes part of the data form will become highlighted using the "Dialog editing indicator" colour. This indicates that the notes data is currently being edited and has not yet been saved to the database. Click on the Accept edit button to save the new data to the database, or the Cancel edit button to cancel any changes made.
For larger notes, you can open the Notes Editor which has additional editing functions, by clicking on the Edit notes button or double-clicking in the notes field.
If you have more than one note, use the Previous note and Next note buttons to scroll through them. It does not matter in which order you enter separate notes, you can change their order later by using the "Organise notes" button.
Use the Delete note button to delete the currently displayed note.
To make a record of where you found the information which you are recording in the data form, click on an appropriate source button. For example, if you want a source record for the "Marriage date", click on the source button to the right of the Marriage details. User-defined fields share a single source button and you must select the appropriate user-defined field before clicking on the source button. Source buttons display a grey page icon when there are no sources stored and a yellow page icon when there are. This displays the Sources form where you can store information about the source document and repository. You can have more than one source for each data field.
You can store pictures with a family's data and these can be used in some reports and on Web pages. Click on the Pictures button to open the Pictures form. The Pictures button displays a black icon when there are no pictures stored and a coloured icon when there are.
You can store OLE objects with a family's data. Objects are generally multi-media items such as sound or video clips which have been copied from another application and are not used in output. Click on the Objects button to open the Objects form. The Objects button displays a black icon when there are no objects stored and a coloured icon when there are.
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