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Notes


Adding Notes to Individuals
The Notes section of Legacy is like a small word processor that can be used to keep any additional information that you want on an individual.  Three separate sections are provided which include General Notes, Research Notes and Medical Notes.  Each section is described below:


The Notes window is reached by clicking the Notes icon below the Husband or Wife on the Family View, or by clicking the Notes icon on the Information or Marriage window, or by right-clicking on a person's name and choosing Notes…

General Notes
Record interesting facts and stories about an individual's life.

Research Notes
Keep track of your research notes concerning an individual or his/her family.  This might include the process by which this individual was found, information about the sources used, and notes about further research that needs to be done.

Medical Notes (and Cause of Death)
Record medical information about an individual.  The window also includes a field to specify the cause of death for the person.  Many sources include this piece of information.

Editing Notes
You can use all the standard Microsoft® Windows® editing features in the different note fields.  After highlighting text, you can cut, copy or paste by clicking ctrl+x, ctrl+c, and ctrl+v, respectively.  You can delete highlighted text by clicking del.  If you want to insert a tab character, use ctrl-tab.  (Using tab characters to try to line up columns of information may not result in the desired format when printed on reports.)

Other keys available while editing notes in the Deluxe Edition:
Ctrl-B - Bolds the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-B turns on bold mode so that successive text is bolded as you type it.
Ctrl-I   - Italicizes the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-I turns on italicize mode so that successive text is italicized as you type it.
Ctrl-U - Underlines the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-U turns on underline mode so that successive text is underlined as you type it.
Ctrl-S - Superscripts the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-S turns on superscript mode so that successive text is superscripted as you type it.
Ctrl-F  - Opens the Find dialog box where you can search for text within the note.  (F3 continues the search.)
Ctrl-C - Copies highlighted text to the Windows clipboard.
Ctrl-X - Cuts highlighted text from the notes field and places it on the Windows clipboard.
Ctrl-V - Pastes any text currently on the Windows clipboard to the current position in the note field.
Ctrl-T - Inserts a tab character into the note.  (Using tab characters to try to line up columns of information may not result in the desired format when printed on reports.)
F3      - Continues the search to find the next match after starting a search with Ctrl-F.
Ctrl-Z - Undo.  Removes any text entered since the last time the note was saved.  If the amount of text that will be removed is more than 20 characters, Legacy asks for confirmation before removing it.  (There is nothing worse than entering several paragraphs of information and then having it all disappear when you press Ctrl-Z by mistake...)
F6     - Pops up the Character Map where you can select one or more special character to insert into the note.  This can be used to select copywrite symbols or other characters not shown on your keyboard.
F7    - Starts spell checking.
Ctrl-P - Privatizes highlighted text by enclosing it in [[ and ]] characters.

Deleting Notes
To delete the entire contents of a note field, highlight all the text and click del.

Private Notes
Legacy has the ability to mark portions of your notes as Private. When you are editing notes you can add two opening brackets [[ to start the marking of private notes that you do not want to be printed, or exported. At the end of the private notes you add two closing brackets ]] and everything following the closing brackets becomes public notes again. You can also just use the two opening brackets [[ and everything to the end of the note becomes private if there are no closing brackets. By default, Legacy always turns off the option to print private notes and you will have to reselect the option each time you export or print a report if you want to include these notes.  This feature is part of all note fields including general notes, medical notes, research notes, marriage notes, event notes, picture notes, source description, and comments. 

Expanding the Notes Window
You can expand the size of a notes window by dragging any border or corner to a new location.  The size of everything in the window expands (or contracts).

Searching the Notes
You can search for embedded text within your notes by pressing Ctrl-F to pop up the Find window.  (See Search Notes for more information.)

Clearing the Note Field
You can quickly clear out the entire note field by clicking Clear.

Spell Check
You can check the spelling in the note by clicking Spell Check. You may add words to the spell check dictionary as needed.  (Spell checking can also be started by pressing F7.)

Wordwrapping Parts of Notes
You can re-flow the words into a note field by clicking Wordwrap.  If you highlight part of a note, the wordwrapping is only applied to that portion, otherwise it is applied to the entire note.

Strip HTML Codes
If you copy information from a web page on the Internet and then paste it into a note field, it will probably contain a lot of hidden HTML formatting codes that are not supported by Legacy.  These unsupported codes may appear later when you try to print the notes in a report.  You can remove these codes by clicking the Strip HTML button.

Loading Text Files Into the Notes
If you have a text file that you would like to load into a note field, click Read.  Legacy prompts for a file to load and then places it at the end of the field.

Embedding Formatting Codes into the Notes
You can add formatting codes to your notes so that portions print in bold, italics, underline and superscript.  These codes are used when printing reports, producing word processing files and Web pages.  (See Text Formatting for complete information on how to do this.)

Note:  If you copy formatted text - text that has additional formatting other than bolding, italicizing, and superscripting - and paste it into a Legacy note, the formatting will probably show up initially in the Legacy text box but it will be lost when the notes are saved.  When you reload the note, the additional formatting will be gone (or in some cases, some extraneous coding may still appear and will have to be removed manually).  Legacy currently only supports bolding, italicizing, and superscripting.

Saving Notes to a Disk File
You can save a note field to a text file by clicking Write.  Legacy prompts for a file name and location and then saves the entire note field contents to an ASCII text file.

Printing the Notes
You can print the current notes section by clicking Print.

Note:  Whenever there is something entered in any note field, an asterisk appears on the tab for that note type.  This way, you can tell by looking at the tabs what kind of notes have been entered.

Why Bad Things Happen to Good Notes
See Why Bad Things Happen to Good Notes for ideas on how to "not" format your notes.

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