Hi Cathy Its adding the note specific to the person that I am having trouble with. I have a custom event WILL with roles Beneficiary (the default), Executor, Names and some others and have managed to customise sentences for each. Starting with the person for the event I go to the main Individuals Information window, add the Will Event and then share it. Using the Name List I select the individuals I want to share with, and then use the drop down box beside them to choose the role I am assigning. Now comes the problem - when I go to Edit Role I cannot do anything further. I guess I was expecting that I could add the notes for the beneficiaries here but it seems that I cannot, but have to then go into each beneficiary individually to add the role specific notes. I will make a suggestion to the writers as it would certainly require a lot less navigating/mouse clicks to get all that information stored, especially in those cases where there are 20 or more beneficiaries or named individuals. (I am coming from TMG so theres always a focus on features that you have particularly liked previously.) I use the role notes for wills to detail what the beneficiary actually received - eg £5 within a year after my decease and my 6 silver teaspoons.
Thank you very much for taking the time to reply to my query. Marlene On 10/09/2015 6:33:01 p.m., "Cathy Pinner" <[email protected]> wrote: >Hi Marlene, >I think you are confusing two different things. >Editing the role and adding a note specific to a person with that role? > >How you edit a role depends on where you are. > >From the Name List after you've selected the people and clicked the >Select button a dialogue opens where you can assign roles from a drop >down list. At the bottom of that list there is an item to Add/Edit >Roles - this will take you to a screen where you can edit the Role Name >or the Sentence Definitions. >On the side of that initial dialogue there is an Edit Role button. This >opens a screen where you can add a note specific to the highlighted >person. You can also get to where you can edit the role or the >sentences from that screen - from the role box at the top, the bottom >item again is Add/Edit Roles. > >If you start from the Event list of the person sharing the event, when >editin g that event you can click the Share Event and get to the same >screen OR you can click the Edit Event Definition button near the >bottom of the Edit Event screen and on a tab you'll find a list of the >Roles and if you highlight one and click Edit Role you can edit the >role name and the Share Event Sentences. > >You might start from the person you've shared the event with. In their >Event List, you'll see the Events Shared from someone else with a >symbol before them. >Highlight and click Edit Event and you'll be where you can add Notes. > >Hope that's not more confusing. >Cathy > >Marlene Williamson wrote: >> >>I like to add a note to the folk sharing an an event but I keep >>getting >>error messages.. >> >>Here is the text from the Help file >> >>Select from the Name List >>The Name List appears with a column of checkboxes along the left side >>of >>each name. Select the desired person or people by clicking on the >>appropriate checkboxes and then click Select. All the selected >>individuals are added to the Shared List. You can then change their >>roles by clicking on each person in the list and then clicking the >>down >>arrow in the Role column and choosing or adding the desired role. If >>you want to add notes or comments or you want to change the default >>event sentence for a particular person, highlight the person and click >>Edit Role. (See Share Event With Another Person<hs549.htm>for more >>information.) >> >>But when I add a person by selecting them, I can change the role from >>the drop down list, but I cannot go to Edit Role - I get the error >>message that says "Sorry, you cannot view the event sharing list since >>this screen is already open". I don't want to view the list - I want >>to >>edit the role - actually add a note . >>Any suggestions? >> >>kind regards >>Marlene >>NZ > > > >Legacy User Group guidelines: >http://www.LegacyFamilyTree.com/Etiquette.asp ><http://www.legacyfamilytree.com/Etiquette.asp> >Archived messages after Nov. 21 2009: >http://www.mail-archive.com/[email protected]/ >Archived messages from old mail server - before Nov. 21 2009: >http://www.mail-archive.com/[email protected]/ >Online technical support: http://support.legacyfamilytree.com ><http://support.legacyfamilytree.com/> >Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) >and on our blog (http://news.LegacyFamilyTree.com ><http://news.legacyfamilytree.com/>). >To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp ><http://www.legacyfamilytree.com/LegacyLists.asp> Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://support.legacyfamilytree.com Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
