Tuesday’s Tip – Entering Notes (Beginner)

Comments (13)

• Thanks Michele,
  good idea, did so 🙂

• Martin,
  You can send this idea in to the programmers for them to consider here
  http://www.legacyfamilytree.com/Suggest.asp

• Why not develop a note pad for all types of notes, arranged in tabs? Add to the three tabs “General”, “Research” & “Medical” the other tabs for birth/death/burial notes and so forth. This should be programmed easily, and will help with organizing the notes and to get a better overview…

• J. Schoonover,
  For the reports that allow photos, the rule is one photo per field. For example, you can have a photo in the birth field, death field, burial field and every custom event counts as a separate field so one photo per event. If you have multiple photos in fields and you want them all to print, or if you are using a report that doesn’t allow photos, what you can do is use the Publishing Center. Your report will be the first “chapter” and then you can pull in a picture scrapbook as the second chapter which will include all of the photos. It will become a single cohesive report (table of contents, indexes, title page etc.)

• Will attached media (e.g. photos or other digital images) be included in reports when generated and printed?

• Yes, you can pick and choose which notes print in reports. There are some notes (like repository) that are only available in certain reports because they are very specific.

• To further the question by Angela O’S above — can I choose which Note fields to go into that report. If I am going to a big facility like IL State Archives, I may not care about certain fields. I often take my “Notes – General & Research” with me instead of the FGR, especially if I am concentrating on just one of the family for some odd reason. When at a courthouse – where working space is often limited to room for a clipboard – It is important to condense, condense, etc.

• Most reports have the option to print the vital event notes along with the general/research/medical notes. You can also opt to have the event notes print. If you add an index to your report the location index will allow you to add your location notes. You also have the option to print source notes. To include picture notes tell Legacy to print the “description” of the photo. You can include the repository notes when you print a to-do list.
  There is a suggestion in our tracker for the programmers to consider adding a new report, a report where you can print all the notes attached to a single person.

• I like the organization this offers. However I also like to have a hard copy for each person’s files.
  When printing out your Fields with Notes, is there a way to print as one continuous document, or is it necessary to print each one separately?

• Jan,
  You most certainly can 🙂 When you print the To-Do List, you can filter by the Repository so that you can print put just the things you need to do at the Georgia State Archives (for example).

• I have not been making use of all of these notes options. I will be using more of them. Some I hadn’t realise were available.
  If I enter Repositories for the To-Do List notes, can I get a report so that If I am visiting that repository I can have a list of things I need to do there?

• I always attach the document to the event it pertains to (birth certificate to the birth, death certificate to the death, marriage certificate to the marriage).
  With your Old Bailey example I would probably create a court event and put the transcription in the notes. I would then add another event for when he was exiled to Australia with the Old Bailey court case as the source.
  There are different ways you can handle this so maybe some of our users will chime in with how they would handle it.

• Thank you for your notes on notes. Very well done!
  Now, a quick question. Where would you keep a detailed entry from the Old Bailey, giving full details of the trial and sentencing of of a man who was then transported to Australia for life?
  Similarly, where should one keep digital copies of actual certificates of birth, death, marriage, etc?