RootsMagic 8:FamilySearch Notes - Revision history

Renee at 01:24, 28 September 2021

2021-09-28T01:24:58Z

Renee at 01:21, 28 September 2021

2021-09-28T01:21:55Z

Bruce: Bruce moved page RM:FamilySearch Notes to RootsMagic 8:FamilySearch Notes without leaving a redirect

2021-09-26T01:58:36Z

Bruce moved page RM:FamilySearch Notes to FamilySearch Notes without leaving a redirect

Bruce: /* FamilySearch Notes */

2021-09-25T14:11:24Z

FamilySearch Notes

Bruce: /* RootsMagic Notes */

2021-09-25T14:11:15Z

RootsMagic Notes

Bruce at 14:01, 25 September 2021

2021-09-25T14:01:41Z

Bruce: Created page with "Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange notes between RootsMagic and FamilySearch. The notes tab will disp..."

2021-09-25T02:05:42Z

Created page with "Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange notes between RootsMagic and FamilySearch. The notes tab will disp..."

New page

Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange notes between RootsMagic and FamilySearch. The notes tab will display the notes attached to the RootsMagic person on the left and the notes attached to the FamilySearch person on the right.

FSNotes

infoicon You can view more details about a particular note by clicking the blue information icon to the right of the note name.

Clicking the checkbox in front of a note will bring up a screen with one or more options available for the note. You can copy a note from RootsMagic to FamilySearch (as either a note or a source), or from FamilySearch into RootsMagic, and you can also delete or edit a note on FamilySearch. Choose what you want to do with the note and then select the options for that comand. Some options (like copying a source from RootsMagic to FamilySearch) will also ask you to enter a reason why you are making that change.

In either case, RootsMagic will display the note you are about to copy or edit in an edit field, and you can make any changes you want before copying it over. You can make changes, delete part of the note, or add additional information to the note. Any changes you make will only affect what you copy over, it won't change the original note itself.

FamilySearch Notes
This is the screen which appears when you click on a note on the FamilySearch side. You can 1) Delete the note, 2) Edit the note, or 3) Add the note to the person in RootsMagic.

CopyFSNote

RootsMagic Notes
This is the screen that appears when you click on a note on the RootsMagic side. You can add the note to FamilySearch (as a note), or you can add the note to FamilySearch (as a source).

CopyRMNote

@@ Line 7: / Line 7: @@
 [[File:RM8_FS-LDS-Notes-1.jpg|FS LDS Notes 1]]
-You can view more details about a particular note by clicking the blue information icon to the right of the note name.
+You can view more details about a particular note by clicking the information icon to the right of the note name.
 Clicking the checkbox in front of a note will bring up a screen with one or more options available for the note.  You can copy a note from RootsMagic to FamilySearch (as either a note or a source), or from FamilySearch into RootsMagic, and you can also delete or edit a note on FamilySearch.  Choose what you want to do with the note and then select the options for that comand.  Some options (like copying a source from RootsMagic to FamilySearch) will also ask you to enter a reason why you are making that change.

← Older revision		Revision as of 01:21, 28 September 2021
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		+	Navigation: <u>[[RootsMagic_8:RootsMagic_8\|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Online_Features\|Online Features]]</u> > <u>[[RootsMagic_8:FamilySearch\|FamilySearch]]</u> > <u>[[RootsMagic_8:FamilySearch_Person_Tools\|FamilySearch Person Tools]]</u> >
		+
		+	----
		+
	Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange notes between RootsMagic and FamilySearch. The notes tab will display the notes attached to the RootsMagic person on the left and the notes attached to the FamilySearch person on the right.		Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange notes between RootsMagic and FamilySearch. The notes tab will display the notes attached to the RootsMagic person on the left and the notes attached to the FamilySearch person on the right.

@@ Line 11: / Line 11: @@
 ==FamilySearch Notes==
 This is the screen which appears when you click on a note on the FamilySearch side.  You can 1) Delete the note, 2) Edit the note, or 3) Add the note to the person in RootsMagic.
 [[File:RM8_FS-LDS-Notes-4.jpg|FS LDS Notes 4]]

@@ Line 18: / Line 18: @@
 ==RootsMagic Notes==
 This is the screen that appears when you click on a note on the RootsMagic side.  You can add the note to FamilySearch (as a note), or you can add the note to FamilySearch (as a source).
 [[File:RM8_FS-LDS-Notes-5.jpg|FS LDS Notes 5]]