Groups

Navigation: RootsMagic 8 > Working With People >

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Groups lets you predefine groups of people that you can later select to perform some action with, such as printing reports or exporting names, when you want to repeatedly select the same group of people. You would create a "Group" by selecting any group of people, and giving the group a name, which will appear in the Groups list in the sidebar. New groups can be created or existing groups edited. Groups can be used any time you have the option to select people to include – the group name will appear in the selection list.

RootsMagic also provides QuickGroups which let you quickly add, change, or remove people from groups.

To create a new Group:

namedgroups

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In the sidebar, select the Groups tab and click on the Groups button beside the drop down list. The list of current groups are listed in the Named Groups dialog.

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New – lets you select a group of people using the Select People window. Check those who you want to choose, the click Select.

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Edit – lets you modify the group of people using the Select People window. Check those who you want to add and uncheck those you wish to remove, then click OK to save the changes, or Cancel to discard the changes.

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Delete – lets you delete the group. You will be asked to confirm that you want to deleted the selected group shown. Click "Delete group" to delete the group, or Cancel to close the dialog without deleting the group.

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Rename – lets you change the name of the group. A pop-up dialog will let you enter a new name. Click OK to save the changes, or Cancel to close the dialog without renaming the group.

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Click Close to close the dialog. Any new groups will appear in the Groups list.