The historical facts index is shared between all your files<\/u>. Please note that if you create your own categories, they will be stored on your computer. Remember to back them up.
\nThe format of the category file containing historical facts is .htf.<\/p>\n
Historical facts and historical fact categories are linked to the software, not to your genealogy file. So you’ll have the same categories and facts for all your computer files. If you have another computer, remember to export the categories you have modified or created, and import them on the second computer.<\/p>\n
This index can be accessed from several locations by clicking on :<\/p>\n
- \n
- Tools <\/strong>menu > Historical facts index<\/strong><\/li>\n
- the toolbar with Indexes<\/strong> button > Historical facts
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/06\/dico-historique.png\")
<\/strong><\/li>\n- the index button in the History<\/strong> panel on Windows
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/06\/16-dicos.jpg\")
and on macOS ![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/06\/Dicos.png\")
<\/li>\n- the index button in the personal and family timeline on Windows
and macOS <\/li>\n<\/ul>\nThe Historical facts index groups together different historical facts assigned to a category.<\/p>\n
By default, Heredis offers several categories. You can create your own.<\/p>\n
Filter facts<\/h3>\n
Click on the drop-down menu to filter and display<\/p>\n
- \n
- All historical facts<\/strong> to display all existing facts<\/li>\n
- facts of a specific category<\/li>\n
- no category<\/strong>, for facts that are not attached to a category<\/li>\n<\/ul>\n
The list of existing facts is updated to match the chosen filter.<\/p>\n
Use the search bar to display facts containing a specific word.
\nThe search bar searches all historical fact fields<\/u>: Title, Date, Place, Comment.<\/p>\nOf course, the search bar takes into account your choice of category.
\nSo if you’re looking for all facts containing the word War in all categories, make sure you’ve selected All historical facts.<\/strong><\/p>\n![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_barre_recherche_fait-en.png\")
<\/p>\nIf you’d like to see historical facts containing the word War and attached to the History category, select History from the drop-down menu, then enter War in the search bar.<\/p>\n
You can create categories and historical facts to customize to your needs.<\/p>\n
Create categories<\/h3>\n
Click on the + to the right of the category filter.<\/p>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_ajout_categorie-en.png\")
<\/p>\nGive the category a name.
\nFor example: First World War.<\/p>\n![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_nom_categorie-en.png\")
<\/p>\nClick OK<\/strong> to confirm.<\/p>\n
Use the pencil to change the category name if necessary.<\/p>\n
Note<\/strong>: Do not use special characters in category names, only letters and numbers.<\/p>\n
Add historical facts<\/h3>\n
Click on the + at the bottom of the list of existing facts.<\/p>\n
If the category All historical facts<\/u><\/strong> is selected, clicking + will add a new historical fact with no associated category.<\/p>\n
<\/p>\n
You must then indicate :<\/p>\n
- \n
- a title in the Fact <\/strong>field,<\/li>\n
- a specific date or period,<\/li>\n<\/ul>\n
and optionally :<\/p>\n
- \n
- a more or less precise location<\/li>\n
- a commentary summarizing the historical fact<\/li>\n
- an image by clicking on the folder button<\/li>\n<\/ul>\n
Finally, select the category or categories with which the fact is associated.<\/p>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_nouveau_fait-en.png\")
<\/p>\nClick OK<\/strong> to confirm.<\/p>\n
If you have selected a category<\/u><\/strong> in the drop-down menu (filter) of the historical fact index, then you will have 2 options:<\/p>\n
- \n
- Create a historical fact<\/strong>, you’ll get the same window as in the previous case, with the selected category already ticked.<\/li>\n
- Add existing historical facts to the \u201cxxx\u201d category.<\/strong> This allows you to select facts from other categories and add them to the currently selected category.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_ajout_fait_categorieselect-en.png\")
<\/p>\nFor example, I’ve created a First World War category for specific historical facts about that period. I select it in the filter.
\nI can create a non-existent fact about the Battle of Arras.<\/p>\n![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_ajout_fait-en.png\")
<\/p>\nI can also add a fact about the Battle of the Somme that already exists in the History category. It saves me time.<\/p>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_select_fait-en.png\")
<\/h3>\nUse of historical facts<\/h3>\n
Historical facts can be used in the
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/frise-individuelle.png\")
Personal Timeline<\/strong> and in the ![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/frise-chrono.png\")
Family Timeline<\/strong>. See Personal Timeline<\/a> and Family Timeline<\/a> for more details.<\/p>\nIn addition, historical facts appear for easy reference in the History panel. So you always have them to hand. If a birth date exists for the primary person, Heredis displays the historical facts starting in the year of his or her birth.
\nIf the primary person also has a death date, then a black line is displayed to show you the historical facts that he\/she may have lived through.<\/p>\nWindows History panel<\/em><\/p>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/palette_histoire_win-en.jpg\")
<\/em><\/p>\nmacOS History panel<\/em><\/p>\n
![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/palette_histoire_mac-en.png\")
<\/h3>\nDelete historical facts and categories<\/h3>\n
Multiselection<\/h4>\n
Select several facts to delete more than one at a time.<\/p>\n
On Windows, hold down the CTRL key on your keyboard and select the facts to be deleted to select several facts one by one.
\nIf they follow one another, hold down the Shift key on your keyboard and select the first and last facts to be deleted. Everything in between will be selected.<\/p>\nOn the Mac, hold down the Cmd key on your keyboard and select the facts to be deleted to select several facts one by one.
\nIf they follow one another, hold down the Shift key on your keyboard and select the first and last facts to be deleted. Everything in between will be selected.<\/p>\nDelete a historical fact<\/h4>\n
To delete a historical fact, select it and click on the – button.<\/p>\n
If the All historical facts<\/strong> category<\/u> is selected, clicking on – permanently deletes the selected historical facts. You will no longer have them, even if you open another Heredis file.<\/p>\n
If a category is selected<\/u>, you have 2 options:<\/p>\n
- \n
- Detach selected historical facts from category<\/strong>. The fact(s) are removed from the selected category, but are still available in the index. They are either uncategorized, or in the other categories assigned to them.<\/li>\n
- Permanently delete selected historical facts<\/strong>. As the message indicates, this action is definitive. You won’t get it again, even if you open another Heredis file.<\/li>\n<\/ul>\n
Delete a category<\/h4>\n
To delete a category, select it from the drop-down filter menu and click on the – button.
\nAs the message indicates, the category will be permanently deleted, and you will no longer have it, even if you open another Heredis file.<\/p>\nHistorical facts attached to the category will have no category, unless they belong to several categories, in which case they will always be in the other categories.<\/p>\n
Export a category and associated historical facts<\/h3>\n
To save your historical research work, you can export a category and its associated historical facts.<\/p>\n
Open the historical facts index.
\nSelect the category to be exported.
\nClick on the![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/Export.png\")
button.
\nGive it a name if the category name is not appropriate.
\nSave.<\/p>\n![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_faits_export-en.png\")
<\/p>\nSend this file to a friend who uses Heredis (with a version that can read historical facts) to share your work.
\nCopy this file onto a USB stick, and then put it on your second computer, and so on.<\/p>\nImport a category and associated historical facts<\/h3>\n
Someone has sent you an .htf file containing a category with historical facts. You want to import them.
\nOpen the Historical facts index.
\nClick on the![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/Import.png\")
.
\nSelect the .htf file
\nConfirm.<\/p>\n![\"\"](\"https:\/\/help.heredis.com\/wp-content\/uploads\/2025\/09\/dico_faits_import-en.png\")
<\/p>\nHeredis adds the category. If it has the same name as an existing category, only the historical facts missing from the existing category will be added.<\/p>\n","protected":false},"excerpt":{"rendered":"
Since Heredis 2026, you’ve had a new index of historical facts at your disposal. It brings together all the historical facts you’ll find in the History panel. The historical facts index is shared between all your files. Please note that if you create your own categories, they will be stored on your computer. Remember to […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,45],"tags":[],"class_list":["post-55150","post","type-post","status-publish","format-standard","hentry","category-new-features","category-use-heredis"],"yoast_head":"\n
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As the message indicates, this action is definitive. You won’t get it again, even if you open another Heredis file.<\/li>\n<\/ul>\n
- Add existing historical facts to the \u201cxxx\u201d category.<\/strong> This allows you to select facts from other categories and add them to the currently selected category.<\/li>\n<\/ul>\n
- Create a historical fact<\/strong>, you’ll get the same window as in the previous case, with the selected category already ticked.<\/li>\n
- a specific date or period,<\/li>\n<\/ul>\n
- the toolbar with Indexes<\/strong> button > Historical facts