* Name picklist when entering new individual

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Lasse1951
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Name picklist when entering new individual

Post by Lasse1951 » 20 Aug 2006 15:51

When adding a new person for example as parent to someone else, I don't allways know if I have that person allready in the file, therefore I create a new individual, would it be possible at that point have the program to do a quick search in the file and if finds matches on the name, show them as a picklist, with the option to say that this person is a new person, otherwise simply pick the person I highlight? I do know that I can search in the recordwindow first to see if the person exists, but I think that the functionality described would speed up the process of entering persons, and it would also make fewer duplicates.


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SunnyLady
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Name picklist when entering new individual

Post by SunnyLady » 20 Aug 2006 16:30

Are you using the property dialogue box to add linked people or (as I suspect) the insert new indivual on the tool bar?

If you do the former property box method and, say, press parent you will be asked if you want to link to an exiting person (and in which case you are offered names) or create a new person.

Or have I musunderstood the question?

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Jane
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Name picklist when entering new individual

Post by Jane » 20 Aug 2006 21:02

Another option is to use select existing person first and if they are not there simply click cancel and then select to add a new person.

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