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The different data fields
Some fields are not displayed by default. If you need to use them click on the indented wheel to choose the Data Entry mode adapted to your work. For further details, see Customize Heredis/Heredis’ Preferences.
Type the surname of the person, without worrying about upper or lower case. Heredis includes various data entry aids which allow you to save time and avoid errors. Each new surname entered is added to the Surnames Index.
The prefix is used to specify an attribute found often in an old deed, such as «Lord», «Sir», «Reverend»…, or in more recent documents, such as «Professor», «Master», «Doctor»…
The suffix specified is assigned only to the surname of the person being entered. You can add references such as «Senior» or «Junior» or assumed names.
Type the different given names of the person. The list of given names known to Heredis appears and is updated as and when you type. Once you have located the given name in the list, use the down arrow to select it and then press Enter to select it.
If the usual given name is not the first given name, it can be highlighted. To do this, click the icon (PC: , MAC:)to the right of the field for entering given names, and select the usual name in the list.
Info • The usual given name may also be highlighted by entering it with quotation marks.
The gender of the person is automatically filled in by Heredis, according to the given name entered. If you want to change it, or if you typed a given name unknown to Heredis or for a multiple given name, type M for Male, F for Female, or leave ? for persons whose gender is unknown.
The display of a nickname will be preceded by aka.
Enter the occupation of the person. This item should contain the sole or main occupation he/she held. You may also enter as events any other dated and detailed occupations, for other activities. The list of recognized occupations with Heredis appears and is updated as and when you type. When you see the desired occupation in the list, use the down arrow to select it and press Enter to select it.
In the list of Occupations, recognized occupations are underlined. When you type a word not recognized as an occupation, you may add it to the list of occupations available. Select the word or phrase with your mouse and click the arrow to the right in the input field. Heredis will add the occupation to the Occupations Index. When you leave this field, you will find that the occupation is now recognized as it is underlined.
Indicate here any title of nobility or honorary title.
This number corresponds to any personal numbering system you may wish to set up (numbering by genealogical areas, identification numbers…).
Scroll down the Signature menu and select:
- Yes if the person knows how to sign,
- No if you have observed that the person does not know how to sign
- ? if you do not have any information.
You can choose which option is the default for each new person entered in Heredis > Preferences > Format.
Scroll down the Child Status menu to choose the appropriate option.
Flags and their use
Placed alongside the Child Status field, the clickable flags icons correspond to various characteristics of the person. They allow you to enter additional information relevant to your genealogy.
You may change the flags assigned to a person or to a list of individuals.
Click the Childless icon if you know that the person had no offspring.
Click the Unmarried icon if you know that the person never married.
Click the Secondary Person icon to indicate that this person has only a minor role in your genealogy. Secondary individuals in your file may be excluded from printouts, exports and publications. You may, for example, declare secondary all children who died in infancy so that they are not in your tree charts.
Click the Marked Person icon to highlight an individual and apply specific treatment to this person. A marked person may be ignored when you export the file, may be selected with specific research tools, may or may not be printed in a tree chart or a report.
Click the Confidential Person icon to avoid publishing information on this person in your printouts, exports and publications.
Click again the icon to deactivate.
With Facts, enrich your genealogy with new data and attach witnesses, places, sources, medias and dates to it.
You can add as much as you wish, unlimited number, and you can organize them.
These facts are displayed in the central part of the screen Data > Personal Data in the Facts tab.
When a Fact is filled, the tab is marked with a blue spot.
- To add a Facts, click on the button and select the fact to add then write directly in the Description area.
- If you wish to complete this fact with other information, a date, a place, a source, a media… click on the pencil button displayed in the tab.
- To delete a Fact, select it and click on the button.
Note: If you confirm a delete, all information linked to this fact will be lost.
- To organize the display of the facts of your genealogy, click on the indented wheel. Select the facts then click on the Before and After to change the order of this field.
Add specific details to your genealogy by using the available notes. You will find entry boxes for notes on persons, families, events, media, sources, surnames, given names, occupations and places. The notes are equipped with formatting tools integrated in the Heredis software. One may also paste formatted text from other applications (word processors, browsers, desktop publishing tools, etc.) though images are ignored.
Enter or modify a note
1. Display the note:
• On the menu, choose Person > Edit Person Note or Edit Family Note.
• Click the Notes button in the toolbar if it is displayed.
• Click directly in the Note field when displayed on the navigation or data input screens (input tabs, indexes, media, etc..).
In the Data screens, click on the pencil to access the note.
Info • If the note is not visible on the data input tabs, change the data display mode.
2. Enter the text of the note or paste the contents of the clipboard.
3. Use the formatting tools in the text editor.
4. Tick the Private Note box if you wish to keep this note excluded from export of the file, printing or publishing on the Internet.
Info • The Person note and the Family note concern the displayed primary person and his/her spouse.
Note: Once a note is filled, the Notes tab is preceded by a blue spot.
For further details, see Input notes.