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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
13 June 2014 Janis P Rodriguez 3
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
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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
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Family and Tree ViewsDetails Window
Right-click directly on a person
Seventh option availableChange the Focus
to this person
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PERSON VIEW Details Window
Both the Name Box (top left) or the Other Info box on the top right
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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
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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
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 memo13 June 2014 Janis P Rodriguez 12
TAG BOX - More “Show” Options
Show columnsQuickly add a
column when needed
Just as quickly remove for an uncluttered layout
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TMG v9
DETAILS WINDOWPERSON VIEWTAG BOX
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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
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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
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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)
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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
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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
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Filtering Associates Window
Still too many to properly analyze?
Use Filters to narrow the focus of the Associates window to show less shared events
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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
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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
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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
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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
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Date Fields
Place Fields
Memo Field
Sentence Structures
Citation Window
TAG ENTRY WINDOW
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Tag Entry – DATE Field
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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
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If text is selected Format options become available
Select an option and text is formatted Point size requires
a number
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MEMO field - FORMAT OPTIONS
“New” option with TMG v8 (or v9)
Choose Select and Select Color window opensChange Text & Background
color
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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
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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
Janis P Rodriguez 4013 June 2014
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!
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SENTENCE VARIABLES - ROLES
Tag Entry – CITATIONS
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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
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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
Janis P Rodriguez 4413 June 2014
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
Janis P Rodriguez 4513 June 2014
Master Style ListWhen editing a style, use right-click to add
new labels
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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
Janis P Rodriguez 4713 June 2014
Exhibit Log
Right-click on an exhibit and other options appear
Janis P Rodriguez 4813 June 2014
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
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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
Janis P Rodriguez 5013 June 2014
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
Janis P Rodriguez 5113 June 2014
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
Janis P Rodriguez 5213 June 2014
Research TaskOnce in the Research Task, two right click menus are available
Jan Rodriguez
Please send me an email about any Right-click
options I missed
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Questions?
13 June 2014 54Janis P Rodriguez