HELP - TREE- PRIMARY PERSON

 KEYBOARD SHORTCUT = CTRL+SHIFT+E

Use this input form to add a new person who will not be initially linked to anyone else in the tree OR to edit the current Primary Person's details.

Use the TAB and ENTER keys to cycle between fields faster.

 

ADD & EDIT PRIMARY:

To ADD a new Primary Person:

1. Double click on "START", if it is the first person in your tree OR

2. Double click on "NEW" if the tree has someone in it already. 

3. Fill out the details and once you hit "SAVE" the person will be added to the tree and will become the current Primary Person.

To EDIT a Primary Person:

1. Double click on "EDIT" or CTRL+SHIFT+E = Keyboard shortcut. 

2. Change the applicable details and once you hit "SAVE" the person details will be updated.

*You can also access the edit option on the "CHART" worksheet by double clicking on a person's ID # and choosing "EDIT". 

 

INPUT FIELDS:

The form has (3) tabs or pages to cycle thru: Name, Birth, Death.  Each tab has various input fields for the person's vital details.

Most fields will auto fill as you type based on existing values in your tree. This will speed up the process as your tree grows.

All input will convert to your current font format setting so you do not need to worry about the input as you type. For example "ENGland" will become "ENGLAND" if you have the font set to all caps.

Any field can be left blank besides SEX and LIVING.

1. NAME TAB

A. ID = Person's unique ID # assigned.  Automatically calculated and can not be changed. 

B. SEX = Enter person's sex.  Input must be M, F, or U.

C. LIVING? = Enter if the person is alive or not.  Input must be Y, N, or U.

*If a DOD is entered then this will automatically go to "N".

D. GIVEN NAME = Enter person's given (first) name(s). 

E. MIDDLE NAME = Enter person's middle name(s). 

F. SURNAME = Enter person's surname (last). Should use maiden names when applicable.

G. SUFFIX = Enter person's suffix (i.e. Sr.) if applicable.  Prepopulated with most common suffixes but any input is allowed.

H. PHOTO = Allows you select a profile photo for the person. When a photo is added you will also have the option to open the file or unlink it from the person. See PROFILE PHOTOS for details on file types and alternate methods.

 

2. BIRTH TAB

A. BIRTH MONTH = Must enter person's NUMERICAL birth month (1-12). Use the "c." value if its an estimated birth year. 

*Date display will automatically convert to your current date format after saving.

B. BIRTH DAY = Enter person's birth day (1-31).

C. BIRTH YEAR = Enter person's birth year (YYYY format).

D. IMPORTED BIRTHPLACE = This is a reference only field. If you import a GEDCOM the full birthplace imported will show up here for reference. This helps in case places were assigned to the wrong field (city, county, state, country).

E. IMPORTED DOB = This is a reference only field. If you import a GEDCOM the full DOB imported will show up here for reference. This helps in case the birth date values were assigned to the wrong fields (month, day, year).

F. BIRTH CITY = Enter the city, or city equivalent, the person was born in.

G. BIRTH COUNTY = Enter the county, or county equivalent, the person was born in.

H. BIRTH STATE = Enter the state, or state equivalent, the person was born in.

*Abbreviations (i.e. "PA") are recommended to keep the number of characters down so charts are more legible.

I. BIRTH COUNTRY = Enter the country the person was born in. The birth country must match a flag's filename exactly if you want the flag image to display on charts.  "USA" is the default value for Untied States of America. See FLAGS for more details.

 

3. DEATH TAB

A. DEATH MONTH = Must enter person's NUMERICAL death month (1-12). Use the "c." value if its an estimated death year. 

*Date display will automatically convert to your current Date format after saving.

B. DEATH DAY = Enter person's death day (1-31).

C. DEATH YEAR = Enter person's death year (YYYY format).

D. IMPORTED DEATHPLACE = This is a reference only field. If you import a GEDCOM the full deathplace imported will show up here for reference. This helps in case places were assigned to the wrong field (city, county, state, country).

E. IMPORTED DOD = This is a reference only field. If you import a GEDCOM the full DOD imported will show up here for reference. This helps in case the death date values were assigned to the wrong fields (month, day, year).

F. DEATH CITY = Enter the city, or city equivalent, the person died in.

G. DEATH COUNTY = Enter the county, or county equivalent, the person died in.

H. DEATH STATE = Enter the state, or state equivalent, the person died in.

*Abbreviations (i.e. "PA") are recommended to keep the number of characters down so charts are more legible.

I. DEATH COUNTRY = Enter the country the person died in. 

 

CONTROL BUTTONS:

These options will be displayed regardless of what tab your on.

"ALT+" underline character is the keyboard shortcut for these.

A. MAX = Maximizes the Tree workbook (ALT+X).

B. MIN = Minimize the Tree workbook but keeps the form open in case you want to reference some other source on your computer while inputting (ALT+M).

C. ? = Takes you to this help page for reference.

D. <<< = Takes you to the previous input tab category (ALT+<).

E. SAVE = Adds the person to your tree and makes them the Primary Person OR it will update the current Primary Person's details for any changes made (ALT+S).

F. CLEAR = Clears all the input fields (ALT+C).

G. EXIT = Closes the form and any unsaved changes will be lost. Using the red "X" at the top of the form has the same results (ALT+E).

H. >>> = Takes you to the next input tab category (ALT+>).