But you don't have to come out from the main person. See http://www.evernote.com/l/ARIlbdb7Rj5NHJoODAqc3GuR1bo3Sx5_Sa0/ for screenshot & comments
Cathy Marlene Williamson wrote: > > 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 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
