Saturday, December 6, 2014

Creating a search list from tags in Legacy

** This post was updated to add more information and more screen shots on creating a search list **
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My last post was about using tags in Legacy so for this one I am going to show you how I make those tags work for me.

The image below is the Advanced Tagging window (I showed you how to get to this window in my previous post).


In the blue box (in the image above) is tag# 4 and it shows that there are 188 individuals that need Find A Grave events added.

I did a search in my database to find all of the individuals tagged on tag# 4.  Go to Search and then Find and the Search window below will open and then to the Detailed Search tab.  In the image below, you can see the Search window and my search conditions to find all individuals who are tagged on tag# 4.  In the bottom left of the window make sure Clear List before this search is checked and then click on Create List.


In the next window your Search List will open {image below}.  From here I can click on each individual and add their Find A Grave event.


I can work on each individual from this screen or I can select a person from the list and go to their individual information screen to work on them.  When I am ready to move on to the next person I untag the one I am finished with and then click on Search and then Search List to bring up the list I created above.

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{In my database I add Find A Grave as an event with all of the information from the memorial in the notes section, image below.}


The image below has the information added to the notes section and the event has the source added.


At the bottom of the above image is a check box that is checked to exclude this event from being marked a problem when I run a potential problems report.  Legacy would mark it a problem because the date of the event is after the death of Charles since I use the date the memorial was created on Find A Grave.

If you have any questions leave them in the comments below.
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