Difference between revisions of "RootsMagic 8:Whats New"

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|Command Palette displays an alphabetical list of commands which you can select from to run directly
 
|Command Palette displays an alphabetical list of commands which you can select from to run directly
 
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|-
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|Live edit for sources, places, tasks, media, etc
+
|Home page dashboard (news, files properties, recent files, etc)
 
|-
 
|-
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|Open multiple edit screens at same time
+
!Navigation
 +
|-
 +
|Couple view
 +
|-
 +
|Expand and collapse generations on descendant view
 +
|-
 +
|Easily switch between different data views (sources, places, tasks, media, etc) without losing your place in those views
 +
|-
 +
!Editing
 +
|-
 +
|Open multiple edit person screens at same time
 +
|-
 +
|Edit screens can remain open while you switch back to the main program to do other things
 +
|-
 +
|View immediate family members directly from a person's edit screen (timeline)
 +
|-
 +
|Switch directly to the edit screen of any family member and then instantly switch back
 
|-
 
|-
 
|Access other data lists (sources, places, tasks, media, etc) w/o having to close Edit Person screen(s) first
 
|Access other data lists (sources, places, tasks, media, etc) w/o having to close Edit Person screen(s) first
 
|-
 
|-
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|Persistent search results let you switch to other screens / data w/o having to regenerate search
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|Live edit for other data types: sources, citations, places, tasks, media, addresses, and more
 
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|-
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|Easily switch between different data views (sources, places, tasks, media, etc) without losing your place in those views
+
|Live hyperlinks inside notes
 +
|-
 +
|Create custom Father and Mother labels.
 +
|-
 +
!Search
 +
|-
 +
|Basic, Advanced, WebSearch, Find Everywhere grouped together in an easy to find
 
|-
 
|-
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|View and edit immediate family members directly from a person's edit screen (timeline)
+
|Search displays list of matching records (rather than making you step through matches)
 
|-
 
|-
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|Map any group of people (not limited to immediate family anymore)
+
|Edit or jump to any person in the search results, then return without having to redo the search
 
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|-
 
!Printing and Reports
 
!Printing and Reports
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|Photos on Pedigree view and Family view individuals
 
|Photos on Pedigree view and Family view individuals
 
|-
 
|-
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|Expand and collapse generations on descendant view
+
!Sources and Citations
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|-
 
−
|Couple view
 
 
|-
 
|-
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|Reusable citations
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|Reusable citations let you create a citation once and then attach it to multiple people or events
 
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|View uses of sources / citations directly from source / citation list
 
|View uses of sources / citations directly from source / citation list
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!Tasks
 
!Tasks
 
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|-
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|Tasks can be attached to multiple people
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|Create tasks to track things to do, completed research, etc
 
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|-
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|Tasks can be attached to actual (multiple) source records
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|Track dates, goals, results, priority, status, and more
 +
|-
 +
|Any task can be attached to multiple people
 +
|-
 +
|Tasks can be attached directly to source or citation records
 
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|Tasks can be attached to multiple media, addresses, or repositories
 
|Tasks can be attached to multiple media, addresses, or repositories
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|Quickly filter tasks by repository, address, media, source, citation, place, or person
 
|Quickly filter tasks by repository, address, media, source, citation, place, or person
 
|-
 
|-
−
|More colors for color coding
+
!Places and Mapping
 +
|-
 +
|Reversible place list
 +
|-
 +
|View where a place is used directly on screen
 
|-
 
|-
−
|Quickly view, add or remove people from multiple groups at once
+
|Directly edit a person using a place in place list or mapping
 
|-
 
|-
−
|Relative media paths
+
|Map any group of people (not limited to immediate family anymore)
 
|-
 
|-
−
|Home page dashboard (news, files properties, recent files, etc
+
!Other
 
|-
 
|-
−
|Reversible place list
+
|More colors for color coding
 
|-
 
|-
−
|View where a place is used directly on screen
+
|Quickly view, add or remove people from multiple groups at once
 
|-
 
|-
−
|Directly edit a person using a place in place list or mapping
+
|Relative media paths
 
|-
 
|-
 
|Slide in workflow
 
|Slide in workflow
 
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|-
 
|}
 
|}

Latest revision as of 23:07, 29 September 2021

Navigation: RootsMagic 8 > Getting Started >

These are the highlights of some of the major new features in RootsMagic 8:

What's New in RootsMagic 8
General Features
Complete rewrite to work with the latest genealogical technologies and create a foundation for future functionality
Runs under Windows 7 (SP1+), Windows 8.1, Windows 10, Windows 11 (future)
Native MacOS support
Run RootsMagic directly from a flash drive on Windows, Mac, or both
Open databases in separate windows to support multiple monitors
Easily switch between open databases with a single keystroke
Ease of Use
Command Palette displays an alphabetical list of commands which you can select from to run directly
Home page dashboard (news, files properties, recent files, etc)
Navigation
Couple view
Expand and collapse generations on descendant view
Easily switch between different data views (sources, places, tasks, media, etc) without losing your place in those views
Editing
Open multiple edit person screens at same time
Edit screens can remain open while you switch back to the main program to do other things
View immediate family members directly from a person's edit screen (timeline)
Switch directly to the edit screen of any family member and then instantly switch back
Access other data lists (sources, places, tasks, media, etc) w/o having to close Edit Person screen(s) first
Live edit for other data types: sources, citations, places, tasks, media, addresses, and more
Live hyperlinks inside notes
Create custom Father and Mother labels.
Search
Basic, Advanced, WebSearch, Find Everywhere grouped together in an easy to find
Search displays list of matching records (rather than making you step through matches)
Edit or jump to any person in the search results, then return without having to redo the search
Printing and Reports
New report and charting engine
Fan charts
Save wall charts to PDF
Save reports directly to .DOCX, .XLSX, and other formats
Photos on Pedigree view and Family view individuals
Sources and Citations
Reusable citations let you create a citation once and then attach it to multiple people or events
View uses of sources / citations directly from source / citation list
Tasks
Create tasks to track things to do, completed research, etc
Track dates, goals, results, priority, status, and more
Any task can be attached to multiple people
Tasks can be attached directly to source or citation records
Tasks can be attached to multiple media, addresses, or repositories
Tasks can be filtered by any combination of data, people, families, events, places, place details, names, sources, citations, addresses, repositories, media, or folders
Quickly filter tasks by repository, address, media, source, citation, place, or person
Places and Mapping
Reversible place list
View where a place is used directly on screen
Directly edit a person using a place in place list or mapping
Map any group of people (not limited to immediate family anymore)
Other
More colors for color coding
Quickly view, add or remove people from multiple groups at once
Relative media paths
Slide in workflow
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