QuickLinks: Given, Surname, Alternate Names, Title, Gender, Dates, Calendar, Locations, User ID, Living Indicator, Ancestor/Descendant Interest, Birthday Reminder, Death Date Reminder, Events, Sources, Source Clipboard, No Relationships, Standardizations Checks, Potential Problems, Button Bar, Privacy Settings, Repeating, Memorizing, Special Characters, Tags.
The Information Screen is where you enter all the individual information for the current person. This includes their name, birth and death dates and locations, gender, reference numbers and extra event data. The screen will open when you add or edit an individual.
As you add new people, Legacy checks to see if there is a possibility that the person is already in your family file. This is done by comparing the name, birth, and death information with others in the file. If a match is found, Legacy pops up a Possible Duplicate screen for your verification.
The Information screen for an individual is reached by clicking on the Husband or Wife name on the Family View, or in several places by right-clicking on a person's name and choosing Edit.
Enter all the given names for the individual. This includes the first name and all middle names. Don't include nicknames or alternate names which should be entered by clicking on the icon to the right of the Surname field. Given names can be up to 120 characters long.
You can enter a "familiar" name as part of the given names by enclosing it in quotes. For example, Margaret "Peggy" Ann. This familiar name can then be used in narrative paragraphs when a book report is generated. (See the Use Quoted Names for Narratives topic in the Format tab section of Report Options.)
Note: You can also use the French quote equivalent characters of « » to surround the «familiar» name.
Enter the last name or surname for the individual. When you leave the field, Legacy will apply the formatting specified in the Preferences section and capitalize the first letter or the entire word. Do not include things like Jr., Sr., etc. which should be put in the Title fields. Last names can be up to 120 characters in length. You can choose from names already entered by using the down arrow to the right of the field. Legacy will complete the field automatically as you type from names already entered.
You will often encounter given names and surnames that are spelled differently. Many times, the spellings will differ within the same source. You can record all these variations as Alternate Names by clicking the icon to the right of the Surname field. See Alternate Names for more information. Alternate names can be up to 120 characters in each of the given and last name fields.
Titles, both prefix and suffix, include Jr., Sr., Rev., Major, General, King of England, etc. These fields can hold up to 120 characters.
Select the appropriate radio button. If you don't know the gender of the individual, select ? for unknown. (When you are editing an existing individual, these buttons may be grayed out if the person is already part of a marriage.)
Enter the date for each event, such as birth, death, burial, etc., that you know. You can enter the dates in any format desired and Legacy will change them to the current date format set in the Customize section. See Entering Dates in Date Fields for more information, or the Customize Dates section for complete information on the date formats supported. Dates can be up to 20 characters long. The earliest date allowed by Legacy is 1 Jan 5000 BC.
Dates Memorized (Deluxe Edition Only)
As you enter dates into date fields in Legacy, the most recent ten dates are remembered and can be quickly displayed in a popup list and selected. To display the list of the last ten dates, right-click on the field label to the left of any date field. From the resulting popup list of dates you can select one to fill into the date field by clicking on it. To clear the date list and start over, click (Clear all memorized dates) at the bottom of the list.
Whenever you are filling in a date field, you can use the popup calendar for help by clicking the Calendar icon. Selecting a date from the calendar automatically fills in the current date field.
Locations for events should be entered in a consistent format. It is suggested that you use the format of City, County, State/Province, Country. Some users are tempted to leave off the country name when all of their information is from their own country. This technique is shortsighted however because sooner or later a line will tie into a different country and the file will be passed around and read by other people in other countries who are not familiar with all the place names in the file and may not be able to determine the correct country. If space is a consideration in the temptation to omit the country names so that they will fit better on reports, Legacy offers two variations of each master location name - a long version, complete with country name, and a short version, where you might want to leave off the country name and abbreviate state and province names. You can choose which to use on reports.
Locations can be up to 255 characters long.
Locations can also be selected from a list of previously entered locations. Using the down arrow to the right of the location fields opens the Master Location List from which you can find and select existing locations. See Master Location List. You can also quickly open the location edit screen to modify a location entry by right-clicking the down arrow. See Adding or Editing Master Locations.
The Deluxe Edition of Legacy also includes a Geo Location Database containing millions of place names from around the world. You can access the Geo feature by clicking the Geo button to the right of any location field. (See Geo Location Database for more information on how to use this feature.)
Locations Memorized (Deluxe Edition Only)
As you enter places into location fields in Legacy, the most recent ten place names are remembered and can be quickly displayed in a popup list and selected. To display the list of the last ten place names, right-click on the field label to the left of any location field. From the resulting popup list of place names you can select one to fill into the location field by clicking on it. To clear the location list and start over, click (Clear all memorized locations) at the bottom of the list.
Additional Information for Birth, Christening, Death and Burial fields.
At the right end of the Birth, Christening, Death and Burial fields there is a button that lets you add notes, addresses, and pictures that are specific to these fields. Click on the for the Born field, for example, pops up a shortcut menu with the options: Birth Address, Birth Notes, Birth Pictures. Clicking on the desire option opens the appropriate window for adding the information. By clicking on the button beside the Burial field, you can change the burial event to a cremated event. Making this change changes the term used on reports for this individual. It also changes the term on the Family View.
This field is for any reference number you want to record for this individual. You can use any combination of letters, numbers and punctuation marks. There is a tool on the Options > Customize > Other tab where you can automatically fill the User ID fields for all individuals with the RIN numbers and optional text. (See Customize - Other for more information.)
Ancestral File Number
This field is for the identifying number assigned by the LDS church when the individual has been submitted to the Ancestral File. Each person is assigned a unique number. The ancestral file number can be up to 20 characters.
This field is for the identifying number assigned by the LDS church when the individual has been submitted to the New FamilySearch database. Each person is assigned a unique number. You can fill in the FamilySearch number yourself but it is usually filled in automatically when Legacy connects to the FamilySearch web site and finds your individual in their database, or when you choose to upload your information to FamilySearch. It can also be filled in when you import a GEDCOM file that contains these numbers.
Find A Grave Memorial Number
This field is for the identifying number assigned by FindAGrave.com to a memorial for a person. People all over the world photograph the grave markers at cemeteries and upload them along with a transcription of the information on the markers. As of mid 2018, over 170 million grave records have been added to the site. Almost all of the memorials include a picture of the grave marker or headstone. Most have birth and death dates. Many have attached biographies, links to spouses, parents, and children, and other information about the deceased.
Legacy has incorporated connections to the FindAGrave.com site that will help you find and identify memorials there. When you find a memorial for one of your ancestors, simply enter the memorial number into the FindAGrave field.
If you want to search the FindAGrave site to see if a person has a memorial, click the FindAGrave ID field label. If there is a number in the field, you will be taken directly to the memorial for that person in your web browser. If the field is empty, a search of the site will be done and a list of potential memorials will be displayed.
Use this field to show if the person is alive or dead. This setting can then be used when creating reports and web pages, or exporting files, to protect the privacy of living individuals by not including their personal information. See Living Individuals.
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. If the Problems icon is next to an event in the Events/Facts list, you can also hold down the Ctrl key while left-clicking to quickly set the Exclude this instance of this event from problem checking setting for the event. This is handy for events that might normally fall outside the person's life range - like Cemetery, Tombstone, Probate, etc.
Ancestor and Descendant Interest
The two fields in the bottom right corner of the Information window are used to express your interest level in the ancestors and descendants of the current individual. The value can range from 0 to 3. 0 indicates no interest. Use 1 for Low interest, 2 for Medium and 3 for high interest.
These values can be used in the search section to compile lists of those people with whom you have an interest.
If you would like to be reminded of the birthdate of this individual a few days before it happens, put a checkmark in the Birthday Reminder option in the lower-right corner of the window. The reminder will be displayed on the Legacy Home tab.
Death Date Reminder
If you would like to be reminded of the death date anniversary of this individual a few days before it happens, put a checkmark in the Death Date Reminder option in the lower-right corner of the window. The reminder will be displayed on the Legacy Home tab.
Events / Facts
You can add unlimited additional facts and events to an individual. These can include things like occupation, graduation, immigration, awards, ordinations, etc. Legacy comes with many pre-defined events like those previously mentioned. You can use these and also add any new events you need. The Events / Facts box show you a list of all the events and facts that you have added for the person.
Events can be shared among multiple people. A minister who baptized a person might share the Baptism event for that person. All the individuals in a household might share the same Census event. Different roles can be assigned to the various people who share and event. In the Event list, events that have been shared from another person are displayed with a leading ~. See Shared Events for more information.
To add an event click the Add button to the right of the Events box (See Add or Edit an Event). To edit an existing event, first highlight it in the list and click on the Edit button.
An event consists of an Event Name, Event Description, Event Date, Event Place and an Event Note. Only the Event Name is required, but it may seem meaningless without a date, place or comment.
The Events/Facts List has several columns:
Event/Fact - The name of the event.
Date - The date the event occurred. This can also be a date range for events that occurred over time. See Entering Dates in Date Fields.
Desc/Place/Notes - The place where the event happened and the beginning of any comments entered about the event. (A slash (/) divides the various entries.)
Sources - An "S" is displayed in the column to indicate that one or more source citations document the origin of the event.
Addition Information - A plus sign (+) is displayed in this column if additional pictures or an address have been added to the event.
Adding a New Event
To add a new event to an individual:
1. Click Add to the right of the Events box to display the Add Event window.
2. To select an event from the Master Event Definition List, either type the name of the event in the Event field or click the down arrow to the right of the field to scroll through the list and select an event by clicking on it. (If you want to define a new event that is not already in the Master Event Definition List, see Editing The Master Event Definition List below.)
3. In the Description field, enter the relevant information. For example, you might enter "Plumber" for an Occupation event.
4. In the Date field, enter the date the event occurred.
5. In the Place field, enter the location where the event took place. You can select existing locations using the down button to the right of the field.
6. In the Notes field, enter any information you want to record concerning this event.
7. Click the Source icon to record the source of this information if you have it. See Citing the Sources of Your Information.
8. Click on the icon to enter an address for the event.
9. Click on the icon to attach any picture, sound, video, or other files or web site URLs.
10. If you want to mark this event as private, click the Private checkbox in the lower-right corner of the window. This allows you to exclude the event when printing reports, creating web pages, and exporting files.
Editing An Event
To change the name, description, date, location, or notes of an existing event:
1. Highlight the event line you want to edit in the event list.
2. Click Edit to the right of the list to display the Edit Event window.
3. Make the desired changes and click OK to save them.
Editing The Master Event Definition List
If you would like to add or edit an event name definition in the Master Event Definition List or remove an existing event from the list, click to the right of the Event field on the Add Event or Edit Event window to display the Master Event Definition List.
To add a new event to the list:
1. Click Add to the right of the event list. The Add/Edit Event Definition window is displayed.
2. Enter the name and sentence definition of the new event and click Save.
3. Click Close to return to the Edit An Event window.
To remove an event from the list:
1. Highlight the name of the event you want to erase.
2. Click Options and choose Delete from the shortcut menu. If the event is not being used in any individual's event list, the event is removed from the list. If the event is currently being referenced, a message displays and the event is not removed. You must remove all references to a particular event before it can be removed from the Master Event Definition List. To find all individuals using the event click on the Show List… button.
Removing an Event From An Individual
To remove the reference of an event from the current individual:
1. On the Information window, highlight the name of the event you want to delete.
2. Click the Options button and choose Delete Event from the shortcut menu. You will be prompted for confirmation before deletion.
Sorting the Event List
You can have Legacy automatically sort your list of events by the event name or date by clicking the Options button to the right of the Events box and choosing either Sort option from the shortcut menu. When sorting, any events that don't have a name or date are moved to the top of the list.
Changing the Order Of The Events
You can change the display order of the events. To do this:
1. Highlight the event line you want to move.
2. Click on the up or down arrow in the lower right corner of the Events box (labeled "Set Order") in the direction you want to move the line.
Combining Event Names in the Master Event Definition List
If you find that you have two event names that you want to combine, (for example, if you misspell a name), this can easily be done:
1. Highlight the event name you want to change.
2. Click Combine the Highlighted Event Name with Another one in the List at the bottom of the window.
3. Highlight the Event name you want to change it to.
4. Click the same button again, which will now read, Highlight the Destination, Then click This Button.
You can share events with other people. For example, a Residence event could be shared with all the people who live in the house. A Baptism event could be shared with the minister who did the baptizing and those who were witnesses to the baptism. A Census event could be shared with everyone living in the household. You can specify the role each person had in the event as you share it. To share an event:
1. Highlight the event name you to share.
2. Click the Share button. The People who share this event window appears. From here you can share the event with other people.
When an event is shared with one or more other people, a shared icon is displayed in the shared event column. Notice the three events that have been shared with other people in the list above (pointed to by the green arrows). If you hover your mouse over the icons, a tool tips is displayed telling you how many people this event has been shared with.
When an event in the list has been shared from another individual or marriage, a blue arrow is displayed in the event name field.
Notice in the list above, the two lines with the blue arrow at the beginning of the event name. This arrow indicates that the event is shared from another individual or marriage. The role played by the current person in the event is shown after the event name. The name of the person from whom it was shared is shown at the beginning of the Desc/Place/Notes column.
DNA Marker Tests
Legacy lets you record marker value from several different DNA marker tests. To add (or edit) the results of a DNA marker test, click the button. (See DNA Records for more information.)
You should always record the source of any information you find so that you or someone else can find it again in the future. Click the Source icon to bring up the Assigned Sources window where you can record this information. See Citing the Sources of Your Information, Define or Edit a Master Source or Source Detail for more information.
Highlighted Field Labels When Information is Sourced
As you add source documentation to the pieces of information on the screen, the title labels for those fields will be highlighted a different color so that you can see at a glance which information is documented. (See Customize - Colors for information on setting the highlight colors.)
Using the Source Clipboard
The Source Clipboard is a feature in Legacy that can tremendously increase the efficiency with which you document the sources of the information you enter into your Family File. See Source Clipboard for information on how and why to use this feature.
Person Had No Relationships
If you know (or think you know) that the current person never had any relationships during his or her lifetime and never had any children, you can select the This individual has no relationships and no children checkbox. The Marriage bar on the Family View will then say "** No Relationships**." This box can only be checked if there is no spouse linked to him/her and no marriage information has been entered.
Standardization Checking (Deluxe Edition Only)
Many standardization checks have been added that pop-up if something questionable has been entered in the Individual's Information screen. These have also been added to the Potential Problems report. See the Standardization tab of the Potential Problems Report for a list of the problems Legacy checks.
Excluding this Person from Specific Potential Problems (Deluxe Edition Only)
You can exclude a person from specific, verified problems and leave the remaining information available for future problems checks. To do this, click the Exclude from Potential Problems button and select the particular problems you would like to turn off. (See Exclude from Potential Problems Reporting for more information.) If any of the conditions are selected for an individual, an asterisk is shown at the beginning of the button caption.
Canceling All Changes
If you would like to abandon all additions and changes to the individual's information, click Cancel at the bottom of the window. All information will revert to the way it was when the window was last displayed.
If any of the icons are colored (except Calendar), some information has been entered. The following buttons are found on the toolbar:
You can enter alternate names that the individual was known as by clicking the AKA icon . These can include nicknames and alternate spellings. See Alternate Names for more information.
Click the Address icon to add or edit the address. See Address for more information.
You can add or edit the General, Research and Medical notes belonging to the individual by clicking the Note icon or by pressing F5. See Notes for more information.
The Sources icon brings up the Assigned Sources list. See Citing the Sources of Your Information for more advice.
Pictures (and other media)
Click on the Media icon to display the Media Gallery. You can then add or edit pictures, sounds, video, documents, and web sites. See Media Gallery for more information.
You can use the built-in popup calendar to help you with date fields. Just click the Calendar icon. (See Choosing Dates From the Calendar for more information.)
By clicking the To-Do icon , you can enter or edit research tasks for this individual. See To-Do List for more information.
If you have the LDS options turned on, clicking the LDS icon displays the LDS Ordinances screen where you can add or edit the information. See LDS Ordinance Information for more advice. (A summary of the LDS information is shown in a single line just below the Events/Facts box.)
By clicking the Hashtag icon , you can add or change the Hashtag groups the individual is attached to. See Hashtags for more information.
Privacy Settings for Individuals
If you would like to be able to either suppress information or exclude this person from being included on reports, exports, and web pages, click the Privacy Settings button in the lower-right corner. All reports, exports, and web pages have an option to include or exclude Private and Invisible individuals. Information for Private individuals is not exported to GEDCOM files by default, however there is a checkbox to include it if desired. Invisible individuals are excluded from reports and exports but there is also an override option if you want to include them. See Privacy Settings for more information.
Legacy has a Repeat feature, commonly known as Ditto. In all the input fields on the Information screen, except the User Reference Number and Ancestral File Number, you can click Repeat at the bottom of the screen to repeat the same field from the last record saved. If the current field already has an entry that would be overwritten, Legacy asks permission before replacing it. Pressing F8 or Ctrl-R works the same way, as does clicking on the label to the left of each field, such as "Born" or "Died" or "in". This feature lets you quickly enter recurring information. (The right-mouse button in Legacy Deluxe has another function).
Legacy maintains a list of the ten most recent entries you've made in its various location fields. To display the list of entries, right-click on the location field's label (just to the left of the field). Left-click on an entry in the list to place that data in the field. If you want to clear the memorized list, click (Clear all memorized locations) at the bottom of the list.
You can also "copy and paste" four separate locations to speed your data entry. In any location field press Ctrl-F9 and Legacy will memorize the data in that field. In another location field press F9 and Legacy places the memorized data in the field. You can have up to four locations memorized this way; Ctrl-F9, Ctrl-F10, Ctrl-F11, and Ctrl-F12 will each remember a separate bit of data. Use F9, F10, F11, or F12 to enter the memorized data. These are very useful when entering records where everything happened in the same place.These keys are available on the Information, Event and Marriage screens.
When you have filled in the Information screen with all the available information, click Save to record the entries to disk and return to the previous screen.
The Information window is reached by clicking on the Husband or Wife on the Family View, or right-clicking on a person and choosing Edit…, or choosing to edit the Husband or Wife from the Edit tab of the Ribbon bar.
Other information and features on the Individual Information screen
Along the right side of the Information screen, at the end of the Born, Chr, Died, and Buried lines, age numbers are displayed. The number for the Born field is the number of years ago the person was born. The other values represent the age at which the event occurred. (If the Born age bothers you, you can turn it off by right-clicking on it. To turn it back on, right-click again.)
Legacy offers a feature to help you quickly enter special characters (these can include international characters). It is called the Character Ribbon. It lets you quickly add characters from other languages that are not part of your standard keyboard. (See Special Characters for information on how to setup and change the characters available.)
You can tag individuals and marriages to mark them for various reasons. (See Tagging Records for more information and useful examples.)
(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.)
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