To enter a family or individual, to modify data in a family or individual record, or to delete a name, you will work primarily with the Enter/Modify/Delete Names dialog. It also functions as a general browse feature, allowing you to easily see individuals in their family context. Think of this dialog as a sort of home base for working with names.
To access this dialog, click the Names Menu, and then Enter/modify/delete names. You can also call up this dialog using the Ctrl-E keyboard shortcut.
The Enter/Modify/Delete Names dialog is divided into two general sections, the Family data area, and the Family Members data area. This division is made so that you can easily identify, enter and maintain the data that is common to each member of the family, and then maintain the data that is unique to each person in the family.
Note that any change made to an address or home phone number instantly affects each member of the entire family.
Here are the important functions done on this dialog with which you should familiarize yourself:
Adding a family member to a family
Delete or archiving a name or family
Finding families or individuals
Screen Size and Search Tools
If the Enter/Modify/Delete Names dialog does not fit on your monitor, you can adjust the size of the dialog. Click Adjusting Dialog Size for more information on how to do this.
If you are using a wide screen monitor, you can expand the Enter/Modify/Delete Names dialog by dragging the far right edge of the dialog to reveal Family and Name Search tools that allow you to search for either a family or a particular person right on the Enter/Modify/Delete Names dialog without having to call up the Find a Family or Find a Person dialogs. Below is a screen grab of the Search Tools available when you drag the right edge of the Enter/Modify/Delete Names dialog out.
