stopp dette From: Cathy Pinner Sent: Friday, September 11, 2015 6:01 AM To: [email protected] Subject: Re: [LegacyUG] Shared Events - Role Notes
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 ad d 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 not e 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 Li st. 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). 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