Report Type ~ Contact Info

Description

This Fact Set defines a custom Contact Info Attribute, which can be used in conjunction with a custom Property Box Tab, custom Report, and custom Query to manage contact details for any Individual. See the Forum thread Saving Contact Info for Living People.

Contact Info Tab Contact Info Report

Installation Instructions

Click on the link below to download and save the FHF file, then double click it to install to Family Historian.

To remove an obsolete Fact Set see how to Delete a Fact Set.

Click on the link below to download and save the FHPBT file, then double click it to install to Family Historian.

If that fails, then within Family Historian use File > Import/Export > Import > Property Box Tab.

To uninstall a tab use the Property Box Menu cog in V6 and choose Customize Data Entry, or the Menu with a red tick in V5 and choose Customize. Then double check that Tab: names the desired tab and click More Tab Tasks > Delete Tab.

Click on the link below to download and save the FHR file, then double click it to install to Family Historian.

Click on the link below to download and save FHQ file, then double click it to import to Family Historian Version 4 or later.

It will Import into earlier versions, but does not work, and can only be deleted using View > Custom Queries > Delete Custom Query.

Download

contact_info.fhf Contact Info Fact Set FHF file for Version 5 or later.

contact_tab_for_individuals.fhpbt Contact Property Box Tab FHPBT file for Version 5 or later.

contact_info_report.fhr Contact Info Report FHR file.

contact_info.fhq Contact Info Query FHQ file.

Narrative Reports

The Fact Set defines the Sentence Template such that Narrative Reports say nothing about the Contact Info, but if details are wanted, then use Tools > Fact Types > Contact Info > Edit > Sentence Template as shown below for FH V6 only:

Contact {value} {place}<at {address}>< {%FACT.ADDR.POST%}><, Tel: {%FACT.PHON%}><, {%FACT.PHON[2]%}><, {%FACT.PHON[3]%}><, Email: {%FACT._EMAIL%}><, {%FACT._EMAIL[2]%}><, {%FACT._EMAIL[3]%}><, Web: {%FACT._WEB%}><, {%FACT._WEB[2]%}><, {%FACT._WEB[3]%}><, Profile: {%FACT.AGNC%}>

Alphabetical Sort

To obtain alphabetically sorted contact details, enter the Name field with surname first, e.g. Munro, Steve, Mr.

In the Query, set the Name column to Sort Ascending, and for the Report select Add using Query and choose the Query.

In the Report Options, maybe set the Format tab Record Heading to use the %INDI._ATTR-CONTACT_INFO% Name instead of %INDI.NAME:ADORNED_FULL%, and on the Page Layout tab untick Start records on new page. The birth name can be added to the Contents tab Main Section Items by editing the default Name to Show even if empty.