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Ref #, Record #, Source copy


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#1 Jim Belanger

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Posted 05 December 2011 - 08:23 PM

I wish:
1. When making a copy of a source, the screen would stay somewhere near that source and not go to the bottom of the ist.

2. When you navigate to someone using the record number, the entered record number would stay in the entry block until you change it instead of going to some random number. That way, when adding existing children to a family, the number of the father would always be there as a default after entering it the first time.

3. A program option was available to force the reference number to default to the record number and the privacy setting for the reference number could be set to "private", also as an option. This would allow the reference number to appear at the top in the edit person screen and the private setting would allow us to print reports with or without the reference number.

Jim B
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#2 Renee Zamora

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Posted 06 December 2011 - 09:11 PM

1. When making a copy of a source, the screen would stay somewhere near that source and not go to the bottom of the ist.

I'm not seeing this behavior. When I create a copy of a source it is moving directly below the master source I copied.

2. When you navigate to someone using the record number, the entered record number would stay in the entry block until you change it instead of going to some random number. That way, when adding existing children to a family, the number of the father would always be there as a default after entering it the first time.

It's not going to a random number. The number you see in the RM Explorer Record# field is showing the person in the primary position. I actually prefer it that way. You could use your history or back buttons to go back easily to the father if you wish.

3. A program option was available to force the reference number to default to the record number and the privacy setting for the reference number could be set to "private", also as an option. This would allow the reference number to appear at the top in the edit person screen and the private setting would allow us to print reports with or without the reference number.

Tools>File Options>Number to Display after Name. You can mark a Reference Number Private.
Renee
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#3 Jim Belanger

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Posted 06 December 2011 - 09:38 PM

I'm not seeing this behavior. When I create a copy of a source it is moving directly below the master source I copied.

That's not what I'm experiencing. I have turned this in as a bug before, RM agreed it was a bug, they said it would be "fixed" but it never was.
When I "copy" a source, I am sent to the bottom of the list and have to navigate back to that source and, therefore, the copy, to edit it.


It's not going to a random number. The number you see in the RM Explorer Record# field is showing the person in the primary position. I actually prefer it that way. You could use your history or back buttons to go back easily to the father if you wish.

If I have a bunch of children to add to a family when the children are already in the database; I select to add parents, select an existing person, select record number, enter the ref number, select add to this family. Then, I try to add parents to another child (already exists in dbase) and say the father is an existing person, select record number, the last number I entered is not there and the number that is there has no relation to anything I can see.


Tools>File Options>Number to Display after Name. You can mark a Reference Number Private.


You misunderstand. I know I can do that. What I want is to have an option that "automatically" makes the reference number equal to the record number instead of having me enter it manually. Now, I have to enter reference number manually, enter the record number, and then click on "private". I want the program to do that and have been asking or that for about 5 years. I guess I'd just better give up. I also put the sort date as "1" so it comes up at the top of the edit person screen where it really belongs.
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#4 Renee Zamora

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Posted 07 December 2011 - 07:09 PM

You misunderstand. I know I can do that. What I want is to have an option that "automatically" makes the reference number equal to the record number instead of having me enter it manually. Now, I have to enter reference number manually, enter the record number, and then click on "private". I want the program to do that and have been asking or that for about 5 years. I guess I'd just better give up. I also put the sort date as "1" so it comes up at the top of the edit person screen where it really belongs.

Now I understand and am confirming this request is in our tracking system.
Renee
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