Customize Heredis – Heredis Preferences

Customize Heredis – Heredis Preferences 150 150 Heredis Help Knowledgebase

You may adapt Heredis to your personal work methods.

Choose your color theme

You spend many hours in front of your Heredis screen? Select the color of the environment that is best suited to your eyes and your taste.

Click Window(s) Menu > Theme
Click the Themes button to change the color of the main Heredis screens.

Select the Toolbar

Click Customize button to select the tools you need. You can also choose the size of icons and to display or not the text.

  • To add a button in the toolbar,
    • (Mac) Choose an icon, drag and drop it to your toolbar at the desired location.
    • (Windows) Choose an icon and either drag and drop it from left to right or click on Show to add it on your toolbar.
  • To remove an icon,
    • (Mac) Drag it out of the toolbar. Click on Done to close the window.
    • (Windows) Either drag it from right to left or click on Hide.
  • To order the icons
    • (Mac) Drop the icons and place them in the order you want.
    • (Windows) Click on the Up and Down buttons or drag and drop on the list. Click on Close button to close the window.
  • You can also add extra spaces between the buttons.
  • To display the buttons as they were when Heredis was first launched,
    • click on Default Set button.
    • drag the default set to the toolbar.

(Mac) Customize the toolbar

(Windows) Customize the toolbar

You need more space? Then change the display format of the icons.

(Windows) Tick or Untick Big Icons and Icons and Text.
(Mac) Select Icon only from the Show pop-up menu and click Use small size.

Customize the panels

Display or hide the panels

Certain panels are of no use to you? Click the closure button and they will disappear from the column.

(Windows) You can hide or display the Search and Tools panels on one side or the other of the screen. Click the arrow at the top of the panels  to open or close them or choose Windows menu > Show/Hide Tools Panels, or Show/Hide Search panels, or One panel at a time. You can also swap the panels. You may alter column width and height of panels if necessary.

(Windows) Available Panels

(Mac) Use the buttons at the bottom of the screen to change the display of panels. The arrow button to the right or left will display the column, you can click on the cross button to hide the panel. The indented wheel button at bottom right will give you access to any panels which have been removed. A simple click will display the panel again.
The procedure for opening the panels may be different for each col­umn. Select Open one panel at a time and the panel which is open will automatically close when another panel is opened in the same column. Otherwise the panels will remain open as long as you have not clicked the disclosure triangle.
Add a column of panels if you want to have more information simul­taneously displayed.
You may reposition a panel in the column or to another column by drag and drop with the mouse. Its new position is indicated by a blue line and then release the mouse to place it there.

(Mac) Available Panels

(Mac) Display a hidden panel from indented wheel

Resize the panels

Panels are resizable in width. Click on the line between panel/navigation screen.

The cursor shape will change and turn into . You may increase or decrease the proportion of the screen allocated to the panels. The display area of the panel is vertically adjustable in the same way. If your cursor shape becomes or  , you can change the size of the column or area.

Arrange the panels

(Windows) Panels may be positioned to the right or left of the navigation screen. You can change their position by using the Windows menu > Swap Tools and Search panels. Select Open one panel at a time in the Windows menu to save space on your screen. Heredis automatically closes the open panel when you click the arrow to display the other panel.

(Mac) Move the panels by using drag and drop. Click the top bar of the panel and drag to the desired location for the panel in any panel column. When the desired destination is highlighted by a blue line, release the mouse. Choose Open One Panel at a Time by using the Options panel button. Heredis automatically closes the displayed panel when you click the display triangle of another panel. Use Window menu to Show or Hide right or Left Panels.

Heredis’ Preferences

Define your preferences

In the (Windows) Tools  menu > Preferences > Heredis Preferences, (Mac) Heredis 20xx menu > Preferences, you may define the formats of all the various input fields. Choose how to display the names, places, numbers. Choose the default options for creating events and set inconsistency alerts. Choices made in Heredis Preferences will apply by default for all new inputs.

You can change them at any time.

Windows’ Heredis Preferences


Mac’s Heredis Preferences

Automatic formatting of data

When you enter a surname or given names, you can type them in either uppercase or lowercase. If the Uppercase option has been selected in Preferences, a surname or a given name typed in lower case will be automatically converted to uppercase, including accented characters. If the name contains a particle it will remain in lowercase.
If you have chosen in Preferences the Initial Caps option, the surname or given name’s first letter will be automatically converted to uppercase, including accented characters.

Choose the recognized places

Heredis integrates lists of places for most of the countries of Western Europe and North America, indicating their administrative connections (county, state, country). These headings may be different from country to country.

Because your ancestors probably lived in your home country or are from a limited number of other countries, you can limit the list of countries for which places will be suggested during the data entry.

To choose the countries for which you need input help, open Heredis’ Preferences.
1. Choose Countries tab.
2. Check the different countries where you are likely to have places to enter. You can add more at any time.

Thanks to automatic entry, you have direct access to all the information for these places.

  • The places proposed during data entry in the Add screen, Personal DataFamily Group Data or Places Index tabs will be limited to those countries. The locations already used in the file are displayed at the top of the list.
  • Use the arrow keys on the keyboard and confirm the selected location with the Enter key or click the selected location.

Heredis will show you all the location information in the free area above the topic or in the tooltip for the Data >Family Group Data screen.

Info • The proposed geolocations relate to the whole world and are not limited to countries ticked in the Preferences menu.

This place database can be enriched of places you inputted. See also Places index and Geolocating Places.

Completeness of data

The icon  indicates whether or not essential information for major life events is complete (Birth/Christening, Marriage/Union, Death/Burial).
This icon concerns the completeness of information for the primary person in the Status bar and in the Search tab. It appears also in the Persons and Branches panels for all individuals displayed.

It also influences Search Tracking tool. See Search Tracking tab article.

The icon display is defined in Heredis’ Preferences > Appearance. You can choose what information is required for an event to be com­plete: the accuracy of the date, place, the presence of a source and the status of the search for the event. Tick the boxes you believe are essential for you.

(Windows) Completeness setup

(Mac) Completeness setup

Regardless of the information collected in Heredis, you may deter­mine that certain individuals will not require further research. Click on the icon in Data tab > Personal Data or open the Search tab > Search Wizard and click the  Consider that this individual is com­plete button. The icon changes color from grey to blue.

When using the Branches panel, choose the Complete Persons Only option, and the results take into account both the completeness of the events and the individuals for whom you had determined that they be considered complete.

Select data entry method

Heredis allows you to display only the information that you commonly use. This visual selection mode in no way changes your data, which are still preserved whether or not you display them. You can change the data entry mode at any time.

Depending on whether or not you have a complete deed or just a mention on a website, you will not need the same input fields. This is why the Heredis data entry fields are modular.

There are three data entry modes (BasicComprehensiveCustomized) that you may use in different ways depending on the data input screen (Add screen, Personal Data tab, Family Group Data tab).

The Basic mode is displayed by default. This mode displays only the main fields. You can change the data input mode at any time.

Choose between Basic, Comprehensive or Customized mode by clicking on the indented wheel on top right of Add screen, Personal Data tab or Family Group Data tab.

Prepare the data entry screen to your liking by using the Customized view.

Each data entry screen will then display the selected items. Every inputting screen can display a different mode. You can for example choose Basic mode for Add screens and Customized mode for Personal Data tab.

Check the items not displayed

If you choose the Basic or Customized display modes, it may hap­pen that certain information entered does not appear. Heredis alerts you by displaying an alert triangle  next to the indented wheel icon (Choose data fields you wish to use).
Click the alert triangle : the display is changed temporarily and all saved data items are displayed.
When you navigate to another person, the data items are again hid­den in accordance with the mode you have chosen.