| Reference | 634 |
|---|---|
| Title | Add NEW witness records to project directly from Witness screen |
| Category | General |
| Description | Issue:
When adding a Witness typically resulting from a Marriage or Will document and the user, wants the individual in their database it is not directly possible. The user needs to exit the Witness UI, Add the individual(s), remember the Record Numbers and return to the Witness UI, this is a break in natural workflow. The 'Add Individual(s)' requires existing record selection and the 'Add Name Only' does not create a NEW individual record. Comparing this to 'Add Associated Person' and selecting 'Add Link to New Individual Record' this does create a NEW record conducive to the natural workflow. Proposal: Add the option to 'Add Link to New Individual Record(s)' to the Witness UI to create NEW records for Witnesses, Beneficiaries, Administrators etc. and support the natural workflow of adding NEW Individuals while the user is examining the document and addingwitnesses contained within that document. |
| Web Link | https://www.fhug.org.uk/forum/viewtopic.php?t=22690 |
| Votes | 7 |
| Rating | 3.9 |
| Added | Saturday 24th February 2024 |
| Last Vote | Thursday 28th March 2024 |
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