Heredis’ PreferencesHeredis’ Preferences https://help.heredis.com/wp-content/themes/corpus/images/empty/thumbnail.jpg 150 150 Heredis Help Knowledgebase Heredis Help Knowledgebase https://help.heredis.com/wp-content/themes/corpus/images/empty/thumbnail.jpg
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 Data, Family 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.
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.
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