FH 7 Add Source from Template
Posted: 16 Dec 2020 16:33
So I just upgraded to version 7 this morning. I've read information in the knowledge base and help document, and I'm slowing understanding the new Source from Template feature. However, I have a couple of questions.
Currently, when I look at my list of sources, they all have a category listed under Generic Type, such as birth, marriage, death, burial, etc. However, now that I've added a few sources using templates, instead of having a general category, they have listed under Template, things such as microfilm, CD/DVD, online, letter, etc. I like that it includes this information, but I'm missing my more generalized categories. There are times when I just want to look at all the birth records that I have, but I will be unable to do that if the more general category is no longer listed. Is there any way to also include a Generic Type, while still using the Templates?
My second question is regarding the Title and Short Title. I've noticed that when I add use the Templates, that it doesn't give an option for a Short Title different from the regular Title. Am I missing where that could be an option?
I may have missed this while reading about Source from Template, but is there an easy way to convert all my generic sources to Sources from Templates? It will drive me crazy if they don't all match eventually.
Lastly, unrelated to the Source from Template, I just have a general question that isn't a big deal, but has bothered me. I noticed that in the Property Box, the Sources are no longer listed on the right side of the box, but instead at the bottom. Is there a way to move that back to the right side? I like having the sources showing, but I may have to start hiding it, as it takes a lot of space away from the information in the property box without having to scroll down.
Thanks for any help you can provide!
Currently, when I look at my list of sources, they all have a category listed under Generic Type, such as birth, marriage, death, burial, etc. However, now that I've added a few sources using templates, instead of having a general category, they have listed under Template, things such as microfilm, CD/DVD, online, letter, etc. I like that it includes this information, but I'm missing my more generalized categories. There are times when I just want to look at all the birth records that I have, but I will be unable to do that if the more general category is no longer listed. Is there any way to also include a Generic Type, while still using the Templates?
My second question is regarding the Title and Short Title. I've noticed that when I add use the Templates, that it doesn't give an option for a Short Title different from the regular Title. Am I missing where that could be an option?
I may have missed this while reading about Source from Template, but is there an easy way to convert all my generic sources to Sources from Templates? It will drive me crazy if they don't all match eventually.
Lastly, unrelated to the Source from Template, I just have a general question that isn't a big deal, but has bothered me. I noticed that in the Property Box, the Sources are no longer listed on the right side of the box, but instead at the bottom. Is there a way to move that back to the right side? I like having the sources showing, but I may have to start hiding it, as it takes a lot of space away from the information in the property box without having to scroll down.
Thanks for any help you can provide!