Tuesday's Tip - This week the Index view in Legacy.
This week I check the Index View in Legacy. Do you use it? How do you use it? Have you customized it? Do you save and load different versions of the Index? Have you learned how to "freeze panes"? Share how you use the Index View and any tips you have with the rest of us.
http://www.youtube.com/watch?v=KPW1NZqvsqk
Wow. Love that you can freeze that pane. Legacy has lots of excel-like surprises.
ReplyDeleteYes that was hidden! Geoff Rasmussen mentioned it and I thought we should put it front and center. Lots of little items to learn and use.
ReplyDeleteI am looking forward to hearing how others use the index. I have to admit that I haven't used it much.
ReplyDeleteI think the only thing I've ever used the Index view for was searching for people who never married/had no children because of being too young. It was an easy one to miss while inputting data so I had dozens. I simply added the Age column and then scrolled through.
ReplyDeleteWow, reading my mind. I have been using the index for two days. I am at Earlham College, searching the Quaker records. I have used the index to find the correct person, especially when I have 8 or 10 with the same given name. I can click on who I think it is then click the family view. I was actually holding original records from 1770 to 1809. So awesome!
ReplyDeleteI use the Index constantly and rarely use the Name List. I did customize the Index so I have birth date and place, death date and place, and 1st and 2nd spouse names [plus the option to include married names and alternate names]. The Index tab is handy and for simple searches, you can easily see dates and spouses to make selecting the correct person easier. Although editing is possible in the Name List, I rarely utilize that feature, which means the Index is perfect for my purposes.
ReplyDeleteI like Donna Willis Brown use the Index view almost exclusively to search for people. I never use the Name list. Thanks Tessa Keough for the short video.
ReplyDeleteThere's no way to sort the columns! At least in v.7. Since I use tagging a lot I use the Name list constantly.
ReplyDeleteJL Beeken I still have some files that I haven't converted to v8 and you can sort the columns in v7 in the index view. Right click on any title heading (full name, birth date, etc) and it brings up the Customize Columns screen like Tessa was showing. Choose whatever columns you want and then move them with the arrows on the bottom right wherever you want.
ReplyDeleteMonique Riley
ReplyDeleteI understand that part, sorting horizontally. What I mean is sorting vertically. Name/surname/RIN? is possible but nothing else is.
@JL Beeken. What columns do you sort on in the Name List that you cannot do in Index view? Or do I misunderstand your meaning?
ReplyDeleteEd Allard I use tagging a lot to narrow things down. In Index view I cannot, for instance, put up a column for Tag 6 and then click the header to bring all the Tag 6's to the top. I can put up a column for Tag 6 but I can't sort it. I'd have to scroll through EVERYONE picking them out one by one.
ReplyDeleteOK JL Beeken, I understand that. But your previous post seems to imply that this is something you CAN do from the Name List. If so, how do you do that? Because for me, the only sorting I can achieve on both the Name List and Index view is either RIN, Given or Family name. I think Legacy was designed that way. The Search feature is designed to filter a list to include only records with Tag X, etc. The resulting search list does come in "Name List" format, though it is not the Name List itself. Or am I missing something?
ReplyDeleteEd Allard I wasn't implying anything. What I said was, because I use tagging a lot I use the Name List.
ReplyDeleteIf I was able to bring up a tagged list in Index view I suppose I could use it that way, but as things are I've rarely seen a point in it.