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Family View
 


The Family View is one of five main navigational screens in Legacy (the others being the Pedigree View, Descendant View, Chronology View, and Index View).  Using this view you can move from generation to generation in either direction, displaying an entire family each time. The Family View shows the current husband and wife as the main couple on the screen along with when and where they were born and died.  It also includes their marriage date and place.  Below the main couple is a list of their children.  Male children are shown in blue and female in black.  (The colors can be changed in the Customize section.)  If there are more than fifteen children or so, a scroll bar appears to the right of the box, which can be used to display up to a total of 60 children.  Above the main couple are their parents.  The fields of information shown for the Husband and Wife can be changed to other fields by right-clicking on them.  (See Customize Family View Information for instructions.)

The following commands are available on the Family View:

Moving Around
Click on either of the parents to move them down to the Husband/Wife position.
Click on any child to move him/her up to the Husband/Wife position.
 
Editing
Click the Husband or Wife name, or anywhere on the birth-death information area to edit their individual information.
Click on the Marriage icon to bring up the Marriage Information window.
Right-click on any name and choose Edit.  This includes the parent's and children's names.

Adding New People
Husband or Wife: If there are no individuals listed on the screen, you can add the husband or wife by clicking anywhere on his or her box.  The Information window appears.  

Marriage Information:  Click on the Marriage button, (the button in the middle, just below the Husband and Wife boxes).  The Marriage Information window appears where you can enter the marriage date, place and status.

Parents:  You can add the parents of an individual by right-clicking in the parent's box above the husband or wife box and choosing Add Father or Add Mother from the shortcut menu. The Add Father (or Add Mother) dialog box appears.  Click either Add a New Person or Link to an Existing Person.  Adding a new person brings up the Information window where you can enter the name, birth, death, etc.  If you are linking to an existing person, the Name List appears where you can choose the person to link in.

Children:  Click on an empty child space and choose either Add Son or Add Daughter.  If all the child name boxes are filled, you can right-click on any name and choose Add Brother or Add Sister.  This displays the Information window where you can enter his or her name and information. 

Additional Spouse:  To add an additional husband, right-click on the current wife's name and choose Add/Husband.  To add an additional wife, right-click on the current husband's name and choose Add/Wife.  

Pictures
If a picture has been linked to the Husband or Wife, the picture is shown in the upper-left corner of their box.  If you click on a picture, an enlarged view is displayed in the QuickLook window which also shows the picture caption, date, and description.

Problem Indicators
Legacy taps into its problem checking routines while displaying information on this screen.  When problems are found, a Problems icon is displayed next to the piece of information causing the problem.  Hovering over these icons shows you a short description of the problem.  Clicking on the icon displays a list of the problems and how to fix them.  You can also right-click on the icon to display the Exclude from Potential Problems window.  Holding down the Shift key while right-clicking on the icon, displays the Potential Problems window where you can change the problem settings.

Button Bar
The following buttons are found on the toolbars of both the Husband and Wife boxes:

Spouse
Click on the icon on the Husband's side or the icon on the Wife's side to display a list of spouses.  You can then select a different spouse to display or change the "Preferred" spouse setting.  See Spouse List for more information.  (If there is only one person on the Spouse icon, in color, then you know the person has only one spouse.  If there are two people on the icon, that person has more than one spouse. )

Siblings
Click on the icon to display a list of the brothers and sisters.  You can then select a sibling to be moved to the current position.  See Siblings List for more information.  (If there are half-siblings in this family, a small dot appears in the upper-right corner of the icon as an indicator.   If the person has no siblings, the icon will not be colored. 

Notes
Click on the icon to display the Notes window.  You can then choose to add or edit the General notes, Research notes or Medical notes.  See Notes for more information.  If there are existing notes for a person, the icon is colored. 

Stories
Click on the icon to display the Story List window.  You can then choose to add or edit stories for the husband or wife.  See Notes for more information.  If there are existing stories for a person, the icon is colored. 

Pictures
Click on the icon to display the Media Gallery.  You can then add new pictures and sounds and view and edit existing pictures and sounds.  See Media Gallery for more information.  If a person has pictures assigned, the icon is fully colored.  .  If a person has no individual pictures assigned, but has pictures assigned to various events, the icon is half-colored. 

Events
Click on the icon to display the Information screen. If the Events icon is colored it means that additional events have been added to this person.   If the person has shared events from others, a small dot appears in the upper-right corner of the icon as an indicator.   See Add or Edit an Event for more information.

Sources
The icon brings up the Assigned Sources list for the person.  If the icon is colored it means that at least some of the information for the person has been documented. See Citing the Sources of Your Information for more advice.

Alternate Names
Clicking the icon brings up the Alternate Names list for the individual where you can enter nicknames or other spellings for a name.  If the icon is colored it means that the list contains one or more names. See Alternate Names for more information.

Parents
The Parents icon, indicates how many sets the current person is linked to.  If a person has more than one set of parents linked to them, such as a natural set and an adoptive set, the Parents icon will show a 2 (or higher).    Clicking the icon brings up the Parents List where you can change the set of parents to be displayed or add an additional set of parents.  See Parents List for more information.

Address
Click the icon to add or edit the individual's address.  See Address for more information.

To-Do List
Clicking the icon displays the To-Do List for the individual.  If the icon is colored it means the person has one or more items on their list. If there is an "O" on the picture, it means there is one or more Open To-Do item. See To-Do List for more information.

LDS
If you have the LDS options turned on, clicking the icon displays the LDS Ordinances screen where you can add or edit the information.  If the icon is colored (green underline) it means that at least some information has been entered. See LDS Ordinance Information for more advice.

The icons on the individual toolbars can be customized to only show the icons you want to see.  See Customize Family View Toolbars for more information.


Children
Each marriage can have up to 60 children.  The children are displayed in the child list, in one, two, or three columns at a time.  (You can change the setting by right-clicking on a child's name, moving down to View and then choosing 1, 2, 3 columns or Best Fit. See Child Columns for more information.)  By default, the male children are displayed in blue and the female children in black.  (These color settings can be changed in the Customize section on the Colors tab.)  You can also display the children in a grid list which includes other information columns like Sex, Birth date and location, and Death date and location.  (You can select from a large list of available columns to display by right-clicking on any column heading.  See  Customize Child List Columns.)  To change to the grid format, right-click on any child's name and then choose View > Scrolling List (grid).

For this to work, Customize section 8.5, Child Columns, must be set to display a multi-column field.  If you are using Grid List mode, only the background color is changeable.  See Customize - View, section 8.5 for more information.

Preferred Child
The Preferred child is generally a direct line ancestor.  This child is shown in the child list with a leading asterisk (*).  You can change the Preferred child by right-clicking any child name and choosing the Set to Preferred Child option.

Tagging
You can tag individuals and marriages to mark them for various reasons.  See Tagging Records for more information.  (To use the tagging feature in Legacy you must have the tagging option turned on.  This is done on the General tab of the Options > Customize screen.  See Customize-General Settings for more information.)

Modified Date
Legacy keeps track of whenever an individual is added to the Family File and whenever an individual's information is changed.  The date of the newest change to either of the current individuals is displayed in a tooltip at the bottom-right corner of the Legacy screen when you hover your mouse cursor over the area.  To see the full details, click on box that shows up when you are hovering.  The Last Modified window appears showing the date and time of last individual or marriage modification as well as the date and time of when the records were originally added.  See Modification Date and Time for more information.

Using the Right-Click Menus
Legacy makes extensive use of right-click menus (also known as shortcut menus) to show you what can be done at any point in the program.  By clicking with the right mouse button on a particular object, a popup menu appears with all the options available for that object.

You can select any option on the menu by simply moving the mouse pointer to it and clicking.  This is a very convenient and quick way to select commands and options.  Although every command contained in the popup menu is available in some other way, either from a command button or from a menu on the menu bar, the popup menus gather together all the appropriate commands that apply to a particular situation.

Showing Half Brothers and Sisters
If you would like to include half brothers and sisters in the Child List, right-click on a child and choose View / Show 1/2 Children.  (The children shown as ½ children can actually be a mixture of half- and step-children.  They are children from other marriages of either the husband or the wife.)

What do the Little Symbols Mean?
A "+" at the end of a parent names means that person has parents.  There is at least one more generation of ancestors on that line.
A "+" at the end of a child name means that person has children.  There is at least one more generation of descendants on that line.
A "§" at the end of a child means that person is married but has no children.
An "!" at the end of a child means that person never married and never had any children.  (The checkbox is checked for This individual has no relationships and no children on the Information screen.)
A "»" at the end of the Husband or Wife label means that person has excluded potential problems selected.
If the Husband or Wife label is red (or whatever you have set the Living Indicator color to be on the Customize > Data Format tab), it means that person is marked as Living.  (You must have the Highlight Living individuals option selected also on the Customize > Data Format tab.)  See Living Individuals.
A "½" at the beginning of a child's name means that person is a half-sibling to the children of the current husband and wife. (A half-sibling only has the husband OR the wife as a parent, not both of them.  The other parent is from a previous marriage.)
  When FamilySearch integration is turned on, small icons appear at the end of the names on the Family and Pedigree Views to show if that person's information is synchronized with the information in FamilySearch.  These icons change to indicate the status of synchronization and temple work completion.  (See FamilySearch Icons for more information.)

Changing the Children's Settings
You can change the order of the child list, change the "Preferred" child, delete children, and set child status or child-parent relationships by clicking on the icon in the upper-right corner of the Children box.  (You can also bring up the Children setting screen by choosing Child Settings from the Edit tab of the Ribbon bar or by right-clicking on any child's name and choosing Children's Settings... from the popup menu.)   See Editing Children for more information.

Changing the User Interface Colors
You can change the colors of all of the screen items to anything you like.  To get into color-change mode, right-click on the background of the View and choose Change Color Scheme... from the menu.  You can now starting clicking on the various items on the screen to change their color or pattern.  See Setting a Color Scheme for complete information on how to do this.

Quick Bookmarks

At the bottom of the main window, below the Pedigree View and just above the bottom status bar, are three bookmark boxes labeled with a small 1, 2, and 3.  These are called Quick Bookmarks.  These can be used to set three frequently used bookmarks that are always visible.  See Bookmarks for complete information on how to set, use, and clear Quick Bookmarks.



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