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Tuesday’s Tip – A gem “hidden” in the Help File

Tuesday’s Tip – A gem “hidden” in the Help File

TT - A gem -hidden- in the Help File

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

A gem "hidden" in the Help File

Well, it really isn't hidden but most people wouldn't think to look for it. If you want to merge two files then you will want to read this first. Go to the Help File and type in the word Merging. You will see two entries.
Merging Family Files – Best Practices
Merging Family Files – Best Practices Summary

The summary list makes a great checklist and the regular best practices entry contain the step by step instructions.

When you get to the part where you need to actually merge individual people, you will want to go back to the Help File and type in the words How to. Now click on Merge Duplicate Individuals. There are a couple of links on this pages that you will want to read.
Merging
Merging Records (especially this one)

Now type the word Merge into the Help Index.
Merge Options
Additional Merge Options

Gem-merging1

Knowing what all of the options on the Merge screen actually do will give you better results.

It is VERY important that you understand how merging works before you try to do it because it can really mess up your file if you don't know what you are doing. That is why it is also VERY important you make a backup before you get started. Legacy will also make an automatic backup for you if you have this selected in the Options menu. This will give you an Undo Merge button on the main toolbar/ribbon if you make a mistake.

Options > Customize > 12. Other Settings
Option 12.5 Message Boxes
Turn on or off Optional Reminder Messages
Prompts/Reminders tab
Prompt to do an automatic backup before merging

Gem-merging2

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips checkout the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.

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    Pamela Morris Siemsen

    Wow I did not know this, Thank you.

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