*Link a note

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ruthhenrietta
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Family Historian: V6

Link a note

Postby ruthhenrietta » 08 Jan 2018 15:11

I'm having one of those 'aghghghghg' moments... (How) can I link a note to another person... or even just copy a note...?

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AdrianBruce
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Family Historian: V6.2
Location: South Cheshire
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Re: Link a note

Postby AdrianBruce » 08 Jan 2018 15:27

I know - brain fade...

You can't link a simple local Note to anyone else - it's sub-ordinate to the person or fact that it's under. You need to create a Note Record - go to menu item Add > Shared Note... (I guess the clue is there in the word "Shared" but even I forget that bit of the name). (Shared) Note Records are visible on the Notes tab of the Records Window.

To link them to someone, you need to go to that person, go to their Notes tab, and choose Add Note > Add Link to Note Record. Yes, there are lots of other places and other ways that they can be shared but that's the easiest....
Adrian

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tatewise
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Re: Link a note

Postby tatewise » 08 Jan 2018 15:38

If you want to copy some Note text, then highlight the desired text, then right-click and choose Copy.
Move to the target Note field, then right-click and choose Paste.
Mike Tate ~ researching the Tate and Scott family history.

ruthhenrietta
Gold
Posts: 17
Joined: 16 Sep 2012 16:06
Family Historian: V6

Re: Link a note

Postby ruthhenrietta » 08 Jan 2018 17:32

Thanks Adrian - really helpful - had no idea I could do that


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