By Janis Parkison Rodriguez The Arlington RUG, June 13, 2015

ByJanis Parkison Rodriguez

The Arlington RUG, June 13, 2015

Right-Clicking Your Way Through

The Master Genealogist

Many options buried in preferences are available via Right-clicking

The menus are context-sensitive so they vary considerably

Almost all right click menus allow the access to the following to make quick changes to TMG:Accents – turn accents on/off quickly

Preferences – one click and you can change

Show Tabs – no need to waste space

Right-Clicking in TMG

13 June 2014 Janis P Rodriguez 2

Toolbars

Details Window Family & Tree Views

Person View

Children & Siblings Windows

Flags Window

Associates Window

PART ONERight-Clicking in Layout Windows


Toolbars Right-click on any open toolbar

Menu opens Open or close the

other standard toolbars

Change the button size

Access Custom Toolbar using the “Custom” entry. HINT: Once you are

used to a new Custom Toolbar, change to small buttons for a smaller toolbar

Unchanged in TMG v9


Family and Tree Views - Details WindowSame two menus

availableClick open space &

six options are available

Switch easily from between ViewsEliminates need for

Tabs - freeing screen real estate

Keyboard shortcuts faster


Family and Tree ViewsDetails Window

Right-click directly on a person

Seventh option availableChange the Focus

to this person


PERSON VIEW Details Window

Both the Name Box (top left) or the Other Info box on the top right


DETAILS WINDOWPERSON VIEW– NAME BOXRight-click in Name

BoxMore extensive menu

opensSame seven

Tag optionsAdd any tagAdd tag of same typeEdit that tagDelete that tag

Add that person to Focus Group13 June 2014 Janis P Rodriguez 8

DETAILS - OTHER INFO

6 standard options to change views six options, plus

Customize ‘Other Info Box’Where you can reorder and turn off data

displayed in Other Info Box13 June 2014 Janis P Rodriguez 9

Right-click in Other Info Box to the Right of the Name box

TMG v7

DETAILS WINDOWPERSON VIEWTAG BOX

13 June 2014Janis P Rodriguez 10

TAG BOX - More “Show” Options

Show childrenChronologically by birth date in the details

screenShow Item Tips on Person View

If on, when cursor is over tag more info shows, without adding more rows or opening the tagCan see Other Principal, full place, full memo

Display more rows per tag (up to 99)13 June 2014 Janis P Rodriguez 11


Show childrenChronologically by birth date in the details

screenShow Item Tips on Person View

If on, when cursor is over tag more info shows, without adding more rows or opening the tagCan see Other Principal, full place, full memo13 June 2014 Janis P Rodriguez 12


Show columnsQuickly add a

column when needed

Just as quickly remove for an uncluttered layout


TMG v9

DETAILS WINDOWPERSON VIEWTAG BOX


PERSON VIEW - TAG BOXMore “Show” Options – TMG v8 & v9

Use Tag Label Colors

More rows and Less rows

Without going to Preferences:

Turn on/off Auto Relationship TagAlso shows who tag is set to

Change focus of Auto Relationship Tag usingSet Relationship Focus to this person

CAUTION: not as easy to change it back13 June 2014 Janis P Rodriguez 15

PERSON VIEW - TAG BOXMore “Show” Options – by TMG v9

Show Columnseasily add or delete columns of data


PERSON VIEW - TAG BOXFilter Options

Four Options to Filter the Tags displayed

Select a filter and the title of first column changes from Type to Filtered 13 June 2014 Janis P Rodriguez 17

Children and Siblings Windows

All the usual, plusShow Item Tips!See the spouses names without having to

open up that child/sibs person view!13 June 2014 Janis P Rodriguez 18

Project Explorer WindowAdd names to

Focus GroupAll in PEAll selected

namesShow item tips

or Multiline textManage data

setsOpens Dataset

Manager13 June 2014 Janis P Rodriguez 19

Use Focus Group Option to Send ones line to a cousin.

Easily select one person in the PE

Select descendant’s Expand pluses

for each descendant

Use Shift left-click to Select

Export this Focus Group to a new Project using List of People report

Send this line to a cousin.13 June 2014 Janis P Rodriguez 20

Associates WindowRight-clicking crucial to

access display options for Associates window

Several options not available on Tag box

Choose which Associates to display

Display only other principals, witnesses, or bothVaries based on

whether the focus person is Principal on the event


Associates Window – > TMG v8Two options added in TMG v8 (or v9)

Use tag label colors – distinguish at a glance (v9)Use name selected in tag – Shows Name variations (v8)

13 June 2014Janis P Rodriguez 22

Associates WindowChoose what information to display

Displays Name, Date, Tag Name, and Role of person who shares an event with person in Person Window

REGULAR DISPLAY


Sorting Associates WindowIf there are many

shared events, the list can be overwhelming.

Sorts can be used to focus your analysis

You can sort based on:Date, Tag type

Default, on prior page

Whole nameSurname, Given

NameTop image

ID # bottom image


Filtering Associates Window

Still too many to properly analyze?

Use Filters to narrow the focus of the Associates window to show less shared events


Associates WindowA very different Display Option - UNIQUE PEOPLE ONLY

Displays Name and number of events shared with person in Person Window (date & tag columns n/a)

Easily switch between displays with right-click13 June 2014 Janis P Rodriguez 26

Associates WindowsHopelessly filtered?

Want to get back to the default settings?

Unclick each of the elections made on right click menu

or …

Use the Reset / Clear Settings option on the Right-click Menu


Flags WindowsEdit a Flag

Open the flag to change value (in lieu of double-click)

Customize Flagsopens the Flag

Manager

No Right-Click Options available on Focus Group or Image Windows


Tag Entry WindowsMany different right-click options

based on location of cursor

Data Entry for ListsMost options available in the Tag

Entry Window are also available in Master Tag Type List

Some options available for other Master Lists

PART TWOMore Right-Click Menus


Tag Entry WindowRight click outside any data entry box

Center can be used to try and move overlapping windows out of the way.

Close can be used to close the window without making any changes. Helpful if screen is frozen or boxes are

off the screen


Date Fields

Place Fields

Memo Field

Sentence Structures

Citation Window

TAG ENTRY WINDOW


Tag Entry – DATE Field


Right click inside Date field6 optionsActive choices depend

If text selected the Cut and Copy are available

If you have copied text, Paste options are available

Unformatted text GREAT way to paste without formatting

Select All added since TMG v6 Spell checker is available too

(odd for Date field)

Tag Entry – PLACE FieldsSame 6 selections

PLUSTemporarily enable

labelsQuickly allows you to

change a place labelCAUTION – changes

place styleBetter to use Place

style button rather than create a new one

Janis P Rodriguez 3313 June 2014

Tag Entry – MEMO field

The usual 6 entriesOptions in 2nd group affect the

text in the memo fieldSelections from menu insert

codes without having to remember then TMG v9 pop-outs show codes that are

used to create the selected option

SAME OPTIONS ARE AVAILABLE FROM WITHIN THE SENTENCE BOX, THE WITNESS MEMO AND ITS SENTENCE BOXESJanis P Rodriguez 3413 June 2014

MEMO field – FONT OPTIONSSelecting a Font Option applies the

fonts chosen in the Report Options for a report


If text is selected Format options become available

Select an option and text is formatted Point size requires

a number


MEMO field - FORMAT OPTIONS

“New” option with TMG v8 (or v9)

Choose Select and Select Color window opensChange Text & Background

color


MEMO field - TEXT COLOR

Remember, when in the Memo field, typing return or tab on the keyboard does not produce that result when the contents of the memo are output to a Report

Use right-click to insert these essential codes


MEMO field – MORE CODES

NOTE: Text needs to be selected for the Indent and Center codes - both require a start and stop code

MEMO field – Reveal/Hide CodesCodes are there even if you cannot see them

4th Section on Right-click menuShow formatting codes & Apply formatting

codesThese selections switch back and forthShow formatting codes displays hidden formatting

codesApply formatting codes shows what the text will

look like with formatting appliedSelecting Show no codes opens a popup

window which shows what the memo text looks like with most codes hidden Center and Indent codes still displayedDoes not apply formattingSentence Variables still displayed

Janis P Rodriguez 39

13 June 2014

3rd section of Right-Click menuNote “New” Subject Variable only available in

TMG v9


MEMO field -SENTENCE VARIABLES

Right-click is context sensitive and it will display whatever roles are available for that TagHere, all

the roles on my Birth tag are available with just a click!


SENTENCE VARIABLES - ROLES

Tag Entry – CITATIONS


Right-click on a citation in the Tag Entry window and 4 options are available

Easy way to exclude a citation or edit without double-clicking on citation

Tag Entry – CITATION Window


Open or Add a citation

A pop-up window opensRight-click in the Citation Detail box or the Citation Memo box and Format, font, text color and other codes are available

Tag Type ListOpen Master Tag Type

ListRight-click over the list

of Tag TypesOld options to affect

row height & access Preferences

“New” optionsUse colors (TMG v9)Easy way to deactivate

tag


All Memo options available sentence blocks for Roles tab when editing a Tag Type globally

Master Source Type ListRight-click over the list of Tag

TypesOnly the option to affect row

height and access Preferences


Master Style ListWhen editing a style, use right-click to add

new labels


Right-click in the open space and the options for adding an exhibit appear

As usual, additional options are available when an arrow is present


Exhibit Log

Right-click on an exhibit and other options appear


Exhibit Log

Chose View/Edit or double click on an existing image and the Right-click menu has options to manipulate the image

Click on properties and the usual editing options and available in those text boxes


Exhibit Log

Right-click in the list of tasks to change which tasks are listed

Options displayed are those available in the drop-down menus at the bottom right of the Research Log


Research Log

FOCUSClick in the 1st section

to FOCUS on certain types of tasks to show on the list

SORTClick in the 2nd section

to choose how to sort the tasks

One in the Task, basic formatting options are available


Research Log

In the text boxes, the usual 6 editing options are available

With the cursor in the Comment box, the basic formatting options are available also available


Research TaskOnce in the Research Task, two right click menus are available

Jan Rodriguez

[email protected]

Please send me an email about any Right-click

options I missed

13 June 2014 53Janis P Rodriguez

Questions?

13 June 2014 54Janis P Rodriguez

Documents

By Janis Parkison Rodriguez The Arlington RUG, June 13, 2015