add

Add unrelated person
150 150 Heredis - Help Knowledge Base

Add unrelated person

When you want to creat a new person unrelated to the primary person:

Select the  button in the toolbar then   (Add Unrelated Person…).

PC Add an Unrelated Person

 

MAC Add an Unrelated Person

Enter his/her surname and given names.

Make sure that the new person doesn’t exist already in your file.

You can click on the name of a person in the list of existing persons to check the Summary.

If the unrelated person you want to add is already in your file, simply click on his/her name to select and then click the Choose button.

If the unrelated person you want to add is not in your file, enter all the data you know and click Create.

Add other linked persons
150 150 Heredis - Help Knowledge Base

Add other linked persons

The concept of a linked person allows you to specify a link between two persons when:

  • The kinship is uncertain. You know that Paul is the uncle of John, but you do not know if he is the paternal or maternal uncle, or the husband of an aunt. Create a personal link between the two indi­viduals until the exact kinship may be determined.
  • There are no events to link the two persons. You know that Jane was a friend of Maria. Create a personal link Friend between these two persons.

(PC) Linked persons are displayed in the Links tabs of the tools panel. You can add, edit or delete them with    buttons. When at least one per­son is linked, a visual indicator (blue spot) is displayed on the Links tab.

PC Linked Persons

(MAC) Linked persons are displayed on the Personal Data tab. Click the Sundry Links tab to add, edit or delete them with   . When at least one per­son is linked, a visual indicator (blue spot) is displayed on the Sundry Links tab. The personal link appears in the Personal Data tab of both related persons.

MAC Linked Persons

Add a new person

In the Person menu / Add – Another Link.

or (PC) Click the  Add / Add Link

PC Add Linked Person

(MAC) Click the Sundry Links tab in the Personal Data tab.
In the button bar at the bottom, click  (Add a link to the primary per­son).

MAC Add Linked Person

 

The Linking a Person to… screen opens. Enter the information you know about the person.
Click Add. You may access the detailed data of that person later if you wish to expand on the information about the person.


Personal links with an existing person

Personal Data tab

1. Click the (PC) Links tab / (MAC) Sundry Links tab.
2. On the button bar at the bottom, click  (Add a link to the primary person).
3. The Linking a Person to… screen opens. Enter the surname and given name in the Personal Data fields and select the individual from the list of Matching Persons to the right of the screen. Click the Choose button or double-click the name in the list.
4. Complete the information fields for the link and press OK.

Drag and drop

1. Click the (PC) Links tab / (MAC) Sundry Links tab.
2. Take the person to be linked from one of the side panels (Persons, Bookmarks, Relations…), and release on the (PC) Links tab / (MAC) Sundry Links tab.
3. Complete the information fields on the link and press OK.


Change a personal link

Every person in the genealogy file may be linked to one or more indi­viduals by a personal link. Indicate the information known about the nature of the link in the input fields.

Change or supplement the information in the Personal Data tab.

PC’s Links

 

MAC’s Sundry Links

1. Click the (PC) Links tab / (MAC) Sundry Links tab.
2. Select the link to edit and click Edit and modify the selected link , MAC: or double-click the line.
3. Edit the information concerning the link.

Type of link

Choose the type of link between the two persons from the pop-up menu.

Info • The position of the two persons may be meaningful (Mark is the heir of Peter therefore Peter is the testator of Mark), or non-dif­ferentiating (Maya and Brenda are friends).

Meaning of the link

PC Meaning of the link

MAC Meaning of the link

Check the link in the window title (Is Mark really said to be the heir of Peter, or the testator?).
To change the link, click the Swap the link icon .

Comment

Type a comment justifying the link between these two people.
Once you have validated the entry or modification of the linked per­son, the comment will appears in the list of linked persons.
The appropriate type of link is specified in the (PC) Links tab / (MAC) Sundry Links tab for each of the two persons and the comment of the link is identical.


Unlink a person

(PC) 1. Click on the Links tab of the Tools panel.

(MAC) 1. On the Personal Data tab, open the Sundry Links tab.

2. On the button bar at the bottom, click  (Unlink the selected person).
3. Validate with OK and the personal link between these two people no longer exists, but both persons remain available in your genealogy file.

 

Input notes
150 150 Heredis - Help Knowledge Base

Input notes

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.

(PC) Input Notes

(Mac) Input Notes

Info • Notes are separated from each others in the Mac version.

Enter or modify a note

1. Display the note:
• On the toolbar, choose Person > Edit Person Note or Edit Family Note.
• Click the ou 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 of an event

(PC) Note of an event

(Mac) Note of an event

  • Type directly your comment in the text box
  • or Click on the pencil  to open the text box in a new window. You can write and modify the format of your note.

Options of notes

For each notes, you can add a specific format with the text editor:

(PC) Options of notes

 

(Mac) Options of notes

  • Typeface: Bold – Italic – Underline
  • Alignment: Align Center – Left – Right – Justify
  • Choose the font style and size
  • Manage the hypertext link
  • Cut – Copy – Paste – Print

You can make your note private by ticking the Private note box so it won’t be published.

Input a Family Group Data
150 150 Heredis - Help Knowledge Base

Input a Family Group Data

The Data > Family Group Data tab is designed to add easily to expanded family groups and is particularly suited for the entry of descendants.

Family Group Data

Each generation has an adapted data entry field: parents, spouses and children and their spouses may be entered one after another.

Click on the  button to add parents, a spouse or a child.

Enter the surname and given name. Then type the date and place of the required events (Birth, Death or Marriage).

To avoid duplicates, Heredis will indicate with a red arrow, any existing person who may match the person you are entering. Click the red arrow to see the list of potential duplicates. If you think you have identified the person you wish to add, stop typing and select the person from the list and then click Choose.

Family Group Data  

If no person displayed in the list corresponds to your individual, continue filling out the data fields.

Each data input is validated as soon as you click outside the line. Thus, without displaying any other screen, individuals are simply added generation after generation.

Each field of the Family Group Data tab is equipped with the same tools as the other input screens (modular input modes, drag and drop input, automatic formatting, real-time duplicate control).

To delete a person from the family data group, simply select it and click on the  button.

To modify it use the  button in the selected line.

To add a spouse to a child, use the rings icon.

To display the selected person, click on the button.

Note: As usual in Heredis, you can display more or less fields by using the  indented wheel and change the entering mode.

Input events
150 150 Heredis - Help Knowledge Base

Input events

In the Personal Data tab, Heredis proposes a full list of events com­monly encountered in genealogy: individual events and shared events which may apply to the couple formed by the primary person and the selected spouse.

Add events with the buttons at the bottom of the screen.

Major events have their buttons for direct entry. For any other event to be created, click Add an event button to select it from the list of events.

To facilitate your entry, Heredis will first display all the events already in use in your genealogy.

When an event is added, you may rename it by double-clicking on its name or select it and use the  button. Transform a Diploma event by entering Master’s. The event will be available later as Master’s in a submenu of the Diploma event.

Add an event

Add a person event

Add a person event

1. Click on the  button on the bar below the list of events. To facilitate the selection of the event, Heredis displays at the top of the list, the major events, then the other events already in use in your genealogy file, and finally the events not yet used.
2. Select the desired event, for example, Will. Will is added to the list of events of the person.

Info • You can also add major events by clicking the B, C, D or BU buttons (BirthChristeningDeathBurial) placed below the events list. If these buttons are not visible, change the input mode of the screen.

Add a family event

1. Select the spouse of the event from the list of families.
2. Click the button on the bar below the list of events.

Info • You may also add the main events of the family by clicking the M, RM, MC buttons (Marriage – Religious Marriage – Marriage Contract) below the events list. If these buttons are not visible, check the display mode of the screen.

3. Select the desired event, such as Engagement. Engagement is added to the list of events of the person.

Info • The family events also appear in the input and navigation screens of the spouse.

Create events not proposed by Heredis

You may add events that are not mentioned in the list of events pro­posed by Heredis.
1. Click the  button on the bar bellow the list of events.
2. Choose Others, then the neutral event called Event.
3. Double-click on the name Event that has appeared in the list of events. A window opens where you can rename the event.

PC Customize event

 

MAC Customize event

4. Enter the new name of the event.

Now this new type of event will automatically appear in the list of events to create. You may choose not to display it by unchecking the Add to Event Types List, or you may select it later by managing the list of events.

Info • If the nature of the event to create already exists, modify an existing type of event in the same way. For example you can create an Estate event by renaming a Will event. You will find this event in a submenu of the original event. By selecting Will, you can choose between Will and Estate.


Share a person event

Heredis allows you to share a minor person event with other persons in your genealogy. This event and all information relating to it will be automatically available to all participants in the event.

Select a person event in the list of events displayed in the input screen > Person event and then click the  button below this list. The Witnesses tab is replaced by the Participants tab and allows you to add the other persons sharing this event.

It is possible no longer to share an event. With this operation, the event no longer to be shared remains associated with the primary person on the screen. Other participants become mere witnesses and the “unshared” event no longer appears in their list of events.
In the list of events for a person, the letter S, displayed in front of an event, indicates that this event is shared.

Info • the major person events Birth, Baptism, Death and Burial are not shareable. The Domicile couple event is also shareable.


Customize the display of events

Heredis can present the list of available events according on your work habits. Thus, you will have easy access to the events that you create most often.
The customization affects only the list of events to create and there is no risk to your data, events already created remaining always dis­played.

Modify the list of events displayed
1. Click the  button on the Personal Data tab, in the events list.
2. Choose Others > Customize
3. Untick rare events, those which you rarely use, to lighten the list when creating a new event.

PC Customize Event

MAC Customize Event

 

 

 

Heredis always shows major events at the top of the list, and events that you have not yet used at the bottom of the list. You see now that the Other Used Events part no longer contains the items you have unticked.
You may always tick any new hidden events to make them reappear.


Information on the event

The detail of each selected event is available on the Personal Data tab. If you do not see all the events, change the display mode of the Personal Data tab.

Information of the event

Date

To enter the date, numerous input options are available, whatever the period concerned, in four different types of calendars: Gregorian, Julian, Hebrew or French Republican.

Time

Time may be specified as 05:30 or 5:30. To separate hours and min­utes, you can type either: or H or h, with no spaces.

Age on record

Enter the age stated on the deed or record, if it is mentioned. You may specify the age with the words: years, months or days (or y, m, d). No other word will be accepted. An age with numbers only will be considered as years.
If the birth date of the primary person is known, you may compare the age on the deed with the actual age shown in the list of events.
If the date of birth is unknown, Heredis will automatically complete the field with an approximate date calculated from the age on record that you entered.

Place

Indicate the location where the event took place.

Entering a new place
1. Type the name of the city in the Place field, not bothering about upper or lower case. With the first letters, Heredis proposes a list of places that may match your entry.
2. Select a place using the mouse, or use the up and down arrow keys and confirm the location selected by pressing Enter.
3. If no proposed location matches, select New Place in the list.
4. Complete the information on the new place to be recorded, and press OK. The new location will be added to the Places Index.

Assigning a place already in use in your genealogy
1. Unfold the Places panel.
2. Drag the place of the event and drop on the event being entered.

Info • Be sure to visit the place of your ancestor’s life by clicking the Map tab of the event.

Place Subdivision

The Place Subdivision field is to specify a more precise location than the city: the hamlet, parish, district or borough of a large city.

Cause/Information

The Cause/Information field allows you to specify the cause of the event (as for Death, Divorce, Professional transfer events) or any use­ful precision.

Event Note

Enter your comments about the event directly into the note field. To embellish the entered text, click the pencil icon. Heredis opens the note in a separate screen containing all the formatting tools. Tick the Private Note box to exclude the Event Note from exports or printed documents.

Other elements linked to the event

The Details tab of events displays a Private Event box. When this box is ticked, all data in the event may be excluded from exports or hid­den in printouts.
To help track your research, for each event, Heredis proposes what action you should take. Specify the status of the source in the pop-up menu. Choose No Search Record, Search Record, or Untraceable Record, whichever corresponds to the event entered. You may choose the default option for each new event in Heredis > Preferences > Format.

Each event may be completed with witnesses, sources, media and an interactive map showing where the event took place. Each of these elements is available in a tab on the Event screen.


Delete an event

Simply select the event to erase and click on the  button at the bottom of the event list.

Add witnesses and participants
150 150 Heredis - Help Knowledge Base

Add witnesses and participants

Based on the act or document that you possess, indicate who are the persons who attended the event, or who are cited (witnesses, those present, registrar, etc..).

Witnesses and participants are displayed on the Personal Data tab. For each selected event, you may access them by clicking the Witnesses or Participants tab. If at least one person was linked to the event, a visual indicator (blue bar) is displayed on the tab, in the list of events, and in the (PC) Kinship; (MAC) Relations panel.

Add a new person

Add a witness

1. Click the Witnesses or Participants tab in the event information fields.
2. On the button bar at the bottom, click  (Link a witness or participant to the event).
3. The Assign a Witness or Participant to… fields open. Enter the infor­mation you know about the person.
4. Click Add.


Link an existing person

During data entry for an event

1. Click the Witnesses or Participants tab in event information fields.
2. On the button bar at the bottom, click  (Link a witness or participant to the event).
3. The Assign a Witness or Participant to… screen opens. Enter the surname or first name in the Personal Data field and select the per­son to be linked from the list of Matching Persons to the right of the screen. Click the Choose button or double-click the name in the list.
4. Complete the information field on the link and press OK.

Drag and drop

1. Select the event concerned on the Personal Data tab.
2. Take the person to be linked from a side panel (Persons, Bookmarks, Relations…), and release him/her on the information fields of the event.
3. Complete the link information fields and press OK.


Add a new person with his/her witnesses

To add witnesses to an event during the data entry for a new person, use the Comprehensive or Customized display mode by clicking the indented wheel  icon at the top right of the Add or Choose… screen.

1. Disclose the Witnesses field (click the disclosure triangle if it is fold­ed).
2. In the button bar at the bottom of the Witnesses field, click the + but­ton.
3. The Assign a Witness to… screen opens. Enter the information you know about the witness and click Add. Or select an existing person and click Choose.
4. Provide information on the link with the witness and press OK. The witness is added to the Witnesses fields of the input screen.
5. Enter another witness or continue typing the data for the primary per­son.


Change a Witness or Participant link

Every person in the genealogy file may be assigned to one or more events. Enter the information known about his/her role in the event.

Change or supplement this information on the Personal Data tab.
1. Select the event and click the Witnesses or Participants tab.
2. Select the Witness link to be changed and click the  Edit and modify the link with the selected witness or participant button, or double-click the line.

3. Edit the information of the link.

Role

Specify the role of the person in the selected event: it may be a par­ticipant in the event (witness, religious officiant, godfather, etc..) or be quoted as not having participated (deceased relative, lawyer who has registered a contract, etc. .).
Choose the role to assign from the pop-up menu.

Age

• Age on record: many deeds indicate the age of the witness on the day of the event. Fill in the field Age/Record.
• Effective Age: to help you verify the choice of an existing person as a witness, Heredis calculates and displays their actual age on the day of the event. If it is very different from the age on the record, you have probably selected a homonym. Cancel the link and select anoth­er person or check the dates which may be incorrect.
If the witness or paticipant has no known date of birth, the age on the record allows Heredis to calculate the date of birth automatically.

Comments

Type a comment on the link between the person and the event. In most cases, you will use here references to occupation, residence and kinship as shown on the acts.
Once you have validated the entry or modification of the witness or participant, the comment appears in the list of witnesses or partici­pants.


Unlink a witness or participant and an event

1. On the Personal Data tab, select the event and click the Witnesses or Participants tab.
2. On the bar at the bottom of the event, click  (Unlink the selected wit­ness or participant from the event).
3. Press OK to validate and the person is detached from the event but remains available in your genealogy file.

Add children
150 150 Heredis - Help Knowledge Base

Add children

Add a new person

All tabs

1. Place the person to whom you want to add a child as the primary person. Select the other parent.
2. Create the link.
• Click Add Child in the display screen of the primary person in the Immediate Family tab.
• Choose Person > Add Child.
• Click the button on the toolbar and choose Add Child .
3. Enter the new person.

In the Add or Choose Child screen, complete the entry fields with the information you have. The child’s surname is prefilled with the sur­name of the father or the mother if you did not select a spouse for the mother..
To change the name, click in the box and enter another name.

PC Add a Child

 

MAC Add a Child

Info • Click the indented wheel  icon at the top right of the screen to change the display mode if all desired items are not displayed.

Before you add the child, check the right part of the screen to make sure he/she is not already created. Click Add. The child is created and the links with his/her parents.

Family Group Data tab

1. Click the spouse who is the other parent of the child to select him/her in the Families data entry fields.
2. Click the  button at the bottom of the Children entry fields.
3. Complete the entry fields with the information you have. The child’s surname is prefilled with the surname of the father or the mother if you did not select a spouse for the mother.

Info • If you made a mistake in selecting a spouse as the other parent, simply change the Family number in the first column of the Children fields.

4. Continue the input with the information you have. The second part of each Child line contains data fields for the spouse of the child. For more information on adding the spouse of a child in the Family Group Data tab, see chapter Input a Family Group.

5. To validate the new person, click outside the entry fields.


Link an existing person

During data entry

1. Place the person to whom you want to add a child as the primary person.
2. If the primary person has several spouses, click the spouse who is the other parent of the child to select him/her.
3. Create the link.
• Choose Person > Add Child.
• Click the  button on the toolbar and choose Add Child.
• Click the + button Add Child in the display screen of the primary person on the Immediate Family tab.

In the Add or Choose Child field, enter the given name in the Personal Data field. Select the individual to be linked from the list of Matching Persons to the right of the screen.
Click Choose or double-click his/her name in the list.

Info • Creating a Child link automatically creates a family with the father and mother, even if no event has been entered.

Drag and drop

1. Place the person to whom you want to add a child as the prima­ry person. Click the spouse who is the other parent of the child to select him/her.
2. Take the child from a side panel (Persons, Bookmarks, Relations…), and release on the display fields of the screen (children display area on the Immediate Family tab or Children on Family Group Data tab). The child is then linked to both parents (the primary person and the selected spouse).


Order of children

Heredis places children according to their date of birth.
If you know the order of the children without knowing their dates of birth, or if the chronology does not seem exact to you, you may change their order of display.

Change the order of children

(PC) Make a right-click on one of the children and select Order of Children.

(MAC) Use drag and drop. Select the line of the person to be moved, and release it at the desired location. A blue line indicates the destination location.

Return to the default order

You may cancel a manual order change of children if you have made mistakes or entered new dates. To do this, right-click the list of chil­dren and choose the Automatically sort children option…


Unlink a child and his/her parents

All tabs

1. Place the child or one of the parents as the primary person.
2. Delete the parent-child link.
• If the primary person is a parent, select the child to be unlinked from the list of primary person’s children. Choose Person > Delete > Selected Child Link or click the button in the toolbar and choose Unlink Selected Child.
• If the primary person is a child, choose Person > Delete > Father Link or Mother Link, or click the button on the toolbar and choose Unlink Father or Unlink Mother.

Family Group Data tab

1. Select the child to be unlinked from the Children fields.
2. Click the  button at the bottom of the field, and choose Unlink Child.

Info • If you select the Delete Child and All Links option, you will remove the person from your genealogy file, not just the link.

Add spouses
150 150 Heredis - Help Knowledge Base

Add spouses

Add a new person

All tabs

1. Place the person for whom you want to add a spouse, as the primary person.
2. Create the link.
• Click the + (xx spouse(s)) sign in the display field of the spouse on the Family tab.
• Choose Person > Add Spouse
• Click the button on the toolbar and choose Add Spouse.
3. Enter the new person.

In the Add or Choose Spouse screen, complete the input fields with the information you have. Gender is prefilled. To change the gender, click the Do not specify gender lock.

PC Add a Spouse

MAC Add a Spouse

Info • Click the indented wheel  icon at the top right of the screen to change the display mode if all desired fields are not displayed.

Before you add the spouse, check the right part of the screen to make sure he/she is not already created. Click Add.

Enter information about the family.

Don’t forget to enter the type of union: Marriage, Religious Marriage, Other marital link, Marriage Contract.

Family Group data tab

1. Click the  button at the bottom of the Families entry fields.
2. Choose Add Spouse.
3. Continue the input with the information you have about the union. To validate the new person, click outside the entry field.

Info • For more information on adding the spouse of a child in the Family Group Data tab, see Input a Family Group Data.

Don’t forget to enter the type of union: Marriage, Religious Marriage, Other marital link, Marriage Contract.


Link an existing person

During data entry

1. Place the person for whom you want to add a spouse, as the primary person.
2. Create the link.
• Choose Person > Add Spouse
• Click the button on the toolbar and choose Add Spouse .
• Click the + (xx spouse(s)) sign in the display field of the spouse on the Family tab.

In the Add or Choose Spouse screen, enter the surname and given names in the Personal Data field. Select the person to be linked from the list of Matching Persons to the right of the screen.

Click Choose or double-click the name in the list.

Info • To access this screen from the Family Group Data tab, click the red arrow that appears on the data line.

Enter the information you have about the union. Don’t forget to enter the type of union: Marriage, Religious Marriage, Other marital link, Marriage Contract.

Drag and drop

1. Place the person for whom you want to add a spouse, as the primary person.
2. Take the spouse from a side panel (Persons, Bookmarks, Relations…), and release on the display area of the screen (display area for spouses on the Immediate Family tab or the Families fields on the Personal Data and Family Group Data tabs).


Spouse of same gender

With Heredis, you can add an union for persons of same gender. Procede like any other union, just change the gender of the spouse.


Information concerning the family

The data input screen for a marriage and the Families fields on the Personal Data or Family Group Data tabs show specific fields to be completed, as well as a field for family media on the Immediate Family tab.

1. Indicate date and place of marriage and any other information you have on the family event.
2. Specify the family status in the pop-up menu.
3. Click OK: the spouse is created as well as the link to the primary per­son.

Family status

Status is additional information indicating the last known status of a union. Are the spouses still married, divorced, separated?
The family status is independent of union events. One may enter a marriage event, but not enter other events for the couple, but clarify the family status as «Separated».

PC Family Status

 

MAC Family Status

Specify the family status in the Add or Choose Spouse screen or Families area of the Personal Data tab.

Family number

The family number, when there are several marriages, appears in the Family tab. It is assigned automatically according to the dates of marriage. To change the family number, select a spouse and move him/her to the desired position.


Families order

Heredis enters unions based on the date of the main family event.
If you know the sequence of unions without knowing the dates, or if the chronology does not seem exact to you, you can change the fam­ilies order.

Change the families order

(PC) Click Right on one of the spouses, then choose Order of spouses. Use the Before and After buttons to organize and click Close.

(MAC) In Immediate Family, use drag and drop. Select the box or line of family to be moved, and release it at the desired location.

A blue line indicates the destination position.

Return to the default order

You may cancel a manual order change of families if you have made mistakes or entered new dates. Right-click the list of families and choose the option Automatically sort spouses…


Delete a family

Heredis allows you to delete:
• Either the person. In this case the person will no longer exist in your genealogy file.
• Or the family link that links two spouses. In this case both spouses remain in your genealogy file.

Info • If both spouses have had children together, you must first unlink the couple’s children for one of the spouses. When you remove the bond of union, the events that were assigned to this family will also be deleted.

All tabs

1. Place one of the spouses as the primary person.
2. Choose Person > Delete > Selected Spouse Link, or click  in the toolbar, then .

Personal Data tab

1. Select the spouse to be unlinked in the Families fields.
2. Click  (Unlink the selected spouse from the family) at the bottom of the Families fields.

Family Group Data tab

1. Select the spouse to be unlinked on the Families fields.
2. Click  (Unlink the selected spouse from the family) at the bottom of the Families fields.
3. Select the Unlink Spouse option.

Info • If you select Delete Spouse and All Links, you will remove the person from your genealogy file.

Add parents
150 150 Heredis - Help Knowledge Base

Add parents

Add a new person

All tabs

1. Place the person for whom you want to add parents, as the primary person.
2. Create the link.
• Click the links in the empty boxes for the father or the mother.
• Choose Person > Add Father or Add Mother
• Click the button (Add or link persons) on the toolbar and choose Add Father or Add Mother .
3. Enter the new person.
In the Add or Choose Father or Add or Choose Mother field, com­plete the entry fields with the information you have. Some items are prefilled such as the father’s surname or gender of the father and mother.
• To change the surname, click in the field and enter another name.
• To change the gender, click the Do not specify gender lock.

PC Add father

MAC Add father

Info • Click the  indented wheel icon at the top right of the screen to change the display mode if all desired fields are not displayed.

Before you add the parent, check the right part of the screen to make sure he/she is not already created. Click Add. The parent is created as well as the link with the child.

Info • You can link the grandfather and grandmother in the same way.

Family Group Data entry

1. Click the button at the bottom of the Parents entry field.
2. Choose Add Father or Add Mother.
3. Continue the data input with the information you have. To validate the new individual, click outside the entry field.

Info • For more information on adding the spouse of a child in the Family Group Data tab, see Input a Family Group Data.


Link an existing person

During data entry

1 Place the person for whom you want to add parents as the primary person.
2. Create the link.
• Choose Person > Add Father or Add Mother
• Click the  button on the toolbar and choose Add Father or Add Mother .
• Click the links in the empty boxes for the father or the mother on the Immediate Family screen.

In the Add or Choose Father or Add or Choose Mother fields, select the person to be linked from the list of Matching Persons to the right of the screen. To limit the list displayed, you can enter the given name in the Personal Data area. Click Choose or double-click the name in the list.

Info • To access this screen from the Family Group Data tab, click the red arrow that appears on the input line.

Drag and drop

1. Place the person for whom you want to add parents as the primary person.
2. Drag the father or mother from one of the side panels (Persons, Bookmarks, Relations…), and release on the display area of the screen (Father or Mother box or Parent fields in the Family Group Data tab). The parent is then linked.

Info • Creating a link to the Father and a link to the Mother will auto­matically create a union between the father and mother, even if no event has been entered.


Unlink a person and parents

When you detach a person from his/her parents, the individuals con­cerned will always remain in your genealogy file.

Info • After you have removed the parent link, you can assign a differ­ent mother or father to the primary person.

All tabs

1. Place the person as the primary person.
2. Remove the link with the parents.
• Choose Person > Delete > Father Link or Mother Link.
• Click the  on the toolbar and choose Unlink Father or Unlink Mother.

Family Group Data tab

1. Select the parent to be deleted in the Parents data entry fields.
2. Click the  button at the bottom of the field, and choose Unlink Father or Unlink Mother.
Info • If you select the Delete Father and All Links, or Delete Mother and All Links option, this will remove the person from your genealo­gy, not just the link.

Add persons
150 150 Heredis - Help Knowledge Base

Add persons

A simple click on any empty box on the Immediate Family screen will suffice for creating the parents, spouses, children and even grandpar­ents of the primary person. The family simply grows.
The data entry screen for a new person displays the most normally required information. Start by entering the surname and given names. They take shape automatically.
As you enter the data, you will see a list of all individuals with the same name and given names appear on the right side of the screen. Heredis does all it can for you to avoid duplicates. If you think you have identified the person you want to add, do not continue typing, but select the person from the list and click Choose.

PC Entering a new Person

 

MAC Entering a new Person

 

For more information on duplicates, check the Permanent control for duplicates & Merge two persons.

If there is no existing person displayed in the list of individuals, con­tinue filling out the data.
The dates are displayed in full regardless of the input format.
Most places in Western Europe and North America are made avail­able as you type. Select the place with the Enter key or create a new place. You can choose the countries you need. See Customize\Choose the recognized places.
When the input screen is complete, click Add.
If you add a spouse, make the most of the opportunity to submit all the information concerning the marriage: what type of marriage, date, location and status of this union. Then click OK.

You can also work with other tabs, as and how it suits you. Add the parents on the Ancestors tab, or other family members on the Family Group Data tab and XXL Family tab. Complete or modify known information on the Personal Data tab.

You can personalize your entering mode. For more details, see Customize\Select data entry method.

Each person in the genealogy file may be linked to others by ties of kinship, as a witness to an event, or as a person related in another way.

PC Linked Person

 

MAC Linked Person

Heredis allows you to link any individual already in the genealogy file or create a new person with his/her kinship. Access the Add or Choose… field by clicking on the , enter the surname and given name in the Personal Data tab. You will see in the Matching Persons column, appear a list of per­sons already entered with that surname and given name. Step by step, as you enter new letters, the list of corresponding persons will mature.

Select a person from the list and check his/her details. This allows you to compare more effectively the different individuals found.
If it appears that the person you want to add already exists, use the person already created by clicking Choose.
If you do not detect a possible duplicate, you can then create the new person by completing the other entry fields and click Add.

Automatic filling of fields

Heredis includes databases of several thousand names and occupa­tions. In addition, Heredis stores all the information you enter, item by item.
Type the first letters: immediately appears the list of already stored data that may match your entry.
Continue with new letters, the list is updated.
Use the keyboard arrow keys to select the desired item and press Enter or click the proposed item with the mouse.
The auto-fill tool is available for all input fields, with the exception of notes and comments.

PC Automatic filling of a new person

 

MAC Automatic filling of a new person

Delete a person

Heredis allows you to delete
• Either the person, then the person will no longer exist in your file.
• Or the links that bind the person to his family or to an event in which he played a role. In this case the individual will always remain in your genealogy file.

Info • The Root person of the file, that is to say the individual num­bered Ahnentafel 1, cannot be deleted. To remove this person, you must first reassign the number to another person.

• Place the individual in the primary person position.

• Click the button on the toolbar then  or choose Person > Delete Primary Person to delete the link.

• You can also delete a person from the person tab in the search panel by selecting the person to delete then .

For further details, check Add parents, Add children, Add spouses, Add witnesses, Add linked persons.

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