There are several ways you could do this (or something quite similar). When the contact gives me specific info/data, say in an e-mail, I attach a Source Citation to the data/event using the e-mail template. I have also started printing the e-mail to PDF and attaching it that way.
When it becomes apparent that we may have an ongoing correspondence, I try to get at least the basics of the person's descent from the ancestor of common interest, and enter that person with their line of descent in my database (particularly if the contact provides me with a lot of information). If you create a Mailing Address entry for the person, the Address screen has a Notes tab where you can record anything you want, such as the surnames they are searching. You can then go to Master Lists> Address Lists> Mailing and pull up the data that way. What you are describing is also the purpose of a Correspondence Log, which has been in existence for eons, at least in paper form. The To Do feature will allow you to replicate a Correspondence Log (not in the same format as one usually sees in paper logs, but with the same content, or more). Note that one of the types of "to dos" is Correspondence; by creating a Mailing Address entry for the contact and attaching it to a Correspondence To Do (instead of the default Repository Address) you have another way of accessing the info. So, pick the one (or more) that works best for you. But in particular, if they are giving you data either through e-mail or from their online trees, they are a source and you should be recording them as such, IMO. Connie --- On Sun, 6/20/10, JMB <jmb1...@btinternet.com> wrote: When I make a contact through Ancestry, Genes Reunited etc I usually paste the message into the Notes for the Individual in my tree that the contact asked about (or I originated to query about). It can get difficult to remember who has contacted me about who. I have thought of starting to use To Do as a way of storing the information because they can all be listed. What I would really like is some sort of note that can be attached to all the ancestors of an Individual so I could quickly see any contacts who have the common ancestor. I would need to be able to edit this so I could removed some Individuals and add to others if I got further information. Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/legacyusergroup@legacyusers.com/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/legacyusergr...@legacyfamilytree.com/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
