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deo we demonstrate the redesigned edit person screen and show how these updates can make your everyday work more efficient a new way to work with notes sources and tasks three new views on the edit person form notes sources and tasks give you a broader view of a person s information and let you edit it right where you see it instead of clicking through multiple panels the notes view now displays every possible note connected to a person general notes event notes family notes name notes and even associations you can quickly see which items already have notes edit them inline and use a search box to instantly filter down to the exact text you re looking for the sources view works in a similar way all of a person s citations appear together in one list where they can be edited on the spot you can filter citations by fact or family attach new citations exactly where they belong and even drag and drop to reorder them that order is respected in reports making it easier to keep your documentation organized the way you want it tasks now share this streamlined approach too you can view every task tied to a person whether it s linked to a fact a name or an association and edit them directly in the list without extra steps clearer visual cues for proof and privacy rootsmagic 11 also brings clarity to fact status icons private facts are now marked with a lock symbol and proof statuses are easier to distinguish proven facts show a green check disproven facts display a circle with a slash and disputed facts carry an exclamation mark a brand new proof option proposed adds flexibility for genealogists working with theories or hypotheses proposed facts are marked with a puzzle piece icon signaling that the information is tentative but worth tracking a header that does more at the top of the person page sidebar the updated header now shows live counts for a person s notes sources media tasks health items and dna tests if an item doesn t exist the icon will be grayed these counts are not just informative they re interactive click any icon to jump straight to the relevant edit view for the person or expand the header to see the actual numbers listed beside each category this makes it easy to scan your tree and quickly spot where more information might be needed editing made easier together these improvements turn rootsmagic 11 s edit person screen into a more powerful and flexible workspace whether you re attaching citations refining your notes or organizing tasks you ll find that the process is smoother and requires fewer steps the end result is more time spent on research and discovery and less time clicking through screens learn more about rootsmagic 11 at rootsmagic com rootsmagic introducing rootsmagic 11 smarter simpler and more powerful september 5 2025 october 8 2025 bruce buzbee 10 comments we re thrilled to introduce rootsmagic 11 the latest version of our award winning genealogy software this release is more than just new buttons and menus it s about making your family history research easier clearer and more enjoyable every change we ve made in rootsmagic 11 was inspired by user feedback so you can spend less time wrestling with software and more time uncovering your story watch our quick video overview of what s new in rootsmagic 11 a clearer more comfortable workspace when you sit down to work on your family tree you want information at your fingertips without having to guess what a button does that s why we ve simplified the interface in rootsmagic 11 views like pedigree and family are now labeled directly on the page while cryptic icons have been replaced with menus that spell out your choices on the people page a new side panel header shows the basics about a person immediately names vital events relationships even icons for notes sources media and dna switching between spouses or parent sets is just a click away so you ll always know where you are in the tree a life story at a glance sometimes you don t want to dig through multiple screens just to understand someone s life the new life summary panel gives you a complete snapshot life events spouses and children parents and siblings all in one place you can expand or collapse sections quickly add relatives or rearrange children and spouses with simple drag and drop think of it as your research dashboard one page where you can see a person s story unfold and take action without losing your place better editing rootsmagic 11 makes editing smoother and more intuitive if you ve ever struggled to track down which event a citation belongs to the new sources view puts every citation for a person on one screen no more hunting around notes and tasks work the same way a single view shows them all with quick indicators so you know exactly where information already exists this means less time clicking through windows and more time actually working with your data better searching searching is often where breakthroughs happen and rootsmagic 11 gives you more powerful tools to zero in on the right people and facts the advanced search has been redesigned so you can combine rules with and or or but not search by multiple event fields and even look for people without sources or those who aren t linked into the tree when you find someone the results now include a life summary so you don t have to leave the search page to see the bigger picture and because results can now be customized printed or exported you can take them with you into research sessions or share them with others bringing ai into your research rootsmagic 11 introduces the ai prompt builder a first in genealogy software it helps you create clear reusable prompts to use with the ai of your choice want to draft a life sketch write an obituary or get historical context for a person s life the ai prompt builder can structure the request for you pulling in the details you want from your database while giving you options like no fake info or preferred output format this isn t ai doing the research for you it s a way to make ai work smarter for you helping you write summarize and explore ideas more efficiently reports proofs and beyond we ve also added practical improvements you ve been asking for print relationship charts for any calculated relationship mark facts as proposed to capture theories without cluttering your proven research and use new proof icons to track your confidence in each fact the explorer now incorporates the life summary panel making navigation smoother than ever and under the hood rootsmagic 11 brings full support for the latest mac hardware faster performance and dozens of small enhancements that make daily use more pleasant ready to grow with you rootsmagic 11 was built to help you do what you love most discovering and telling your family story whether you re analyzing sources tidying up your notes exploring dna connections or writing narratives with ai this release gives you tools that fit naturally into the way you work memorial day preparations fan clubs and grave neighbors may 23 2025 may 23 2025 renee zamora 3 comments introduction a memorial day tribute to wrap things up for memorial day i m returning to the original objective of creating this new rootsmagic 10 database for two family cemeteries i wanted to discover how everyone was related to my family if not by blood then probably by marriage these family cemeteries are my fan club family associates and neighbors their stories shape my story as a child i found refuge and comfort among their stones they were there for all the ebbs and flows of my youth i could feel their love and knew i had a purpose that feeling sparked my lifelong pursuit of family history this project is to honor them the database a starting point there are 843 people in my database but only 346 are currently linked as family that leaves 497 individuals needing further research i m taking this opportunity to record who is buried next to whom looking for potential associations through grave neighbors unfortunately there are no sexton records for these old cemeteries and the town s index lacks information on lot numbers or owners the best clues may come from proximity in burial using set relationships and color coding from the beginning i used set relationships and color coding in rootsmagic 10 to identify those connected to my main tree as i uncover new links i re run the tools to recalculate relationships and update colors how to set relationships go to the people page highlight yourself click edit set relationships make sure your name appears next to the change button or click to change it click set relationship relationships will show in the info box at the top of the sidebar thankfully rootsmagic 10 now includes half relationships and spouses how to apply color coding right click on yourself and select color coding ensure you re on color set 1 with the name set to family choose the blue color and label it change the selector to people selected from a list click apply highlighted color to people selected above use the rootsmagic explorer to highlight yourself click mark then everyone in highlighted person s tree click select and close now all 346 people in my main tree show blue color bands visible in most views and reports the challenge isolated individuals the remaining 497 individuals are spread across many unconnected trees set relationships won t help here to manage this in my main database i use the reference no fact to track and categorize people using codes especially helpful with tools like ancestry treeshare and familysearch where relationships might be hidden i realized i could use the reference no fact to tag individuals by which fan club cemetery they belong to later i ll add rootsmagic s association facts once grave neighbors are identified creating fan clubs with groups and rules i m not going to enter 497 reference no facts manually nor do i need to rootsmagic 10 offers a tool for batch processing but first i need to create groups group 1 fan h for harrisena cemetery on the people page select the groups tab in the sidebar click the add button and name the group fan h for type select rules then set rules click add rule select all click add rule select tree enter record number to quickly jump to a person or enter a name click select make sure the rule is set as unselect add final rule criteria ensuring unselect is checked under edit criteria chose the following filter burial place details does not contain harrisena click ok ok save group 2 fan s for seelye cemetery repeat the steps above but name the group fan s change criteria to does not contain seelye assigning reference numbers using fact tools with the groups ready it s time to use a fun new tool in rootsmagic 10 this time saving feature will add a fact to everyone in a group important this will modify every person in the group make a backup of your file before continuing go to tools page fact tools add a fact to everyone in a group and fill out the fact information fact 1 fan h group fan h type reference no description fan h run selected tool message added fact to 55 people fact 2 fan s group fan s type reference no description fan s run selected tool message added fact to 347 people displaying and using reference numbers the reference no fact now tags each person with their fan club this appears on the edit person screen as a fact in reports and views enable under settings general settings number to display refn in the people list view customize columns to include refn you can sort the people list view by the reference no column simply by clicking on the column header ready for research now that my fan clubs are defined and visible i m ready to dive deeper i can sort group and explore data from multiple perspectives i also plan to identify grave neighbors to add association facts bringing me closer to understanding the connections that shaped my family closing reflections as i prepare for my cemetery visits this memorial day i m struck by the journey this project has taken me on what began as a powerful desire as a child to uncover forgotten connections has come full circle as an adult rootsmagic 10 has allowed me to bring clarity to the chaos and through color coding groups reference numbers and fan club tracking i ve found a meaningful way to honor those who came before their stones may be weathered and their records incomplete but their place in my history and in my heart endures this is more than data it s family and i m honored to carry their memories forward have a very happy memorial day memorial day preparations buried twice may 21 2025 may 21 2025 renee zamora 4 comments in a previous memorial day preparation article i mentioned creating a new rootsmagic 10 database my focus has been on researching individuals buried in two family cemeteries i wanted to make sure i covered all bases during my visits including resolving lingering research questions while entering data i came across something curious some individuals were listed in both cemeteries requiring two burial facts this oddity existed in my main database as well i hoped to clear it up by examining the records more closely after all why would someone have tombstones in both cemeteries these aren t distant locations they re only 0 4 miles apart situated on either side of my family home i needed to step back and look at the bigger picture this is where a desktop program like rootsmagic 10 truly shines especially compared to online family trees i needed tools to manipulate and view data from different angles creating cemetery groups in rootsmagic 10 my first step in rootsmagic 10 was to create a group for each cemetery i have two options simple or rules groups let s try both group 1 harrisena cemetery simple group on the people page i clicked the groups tab in the sidebar i clicked the add button and named the group harrisena cemetery for type i selected simple then clicked select people in the rootsmagic explorer i chose mark by data fields filter burial place details contains harrisena after clicking ok a few times i saved the group group 2 seelye cemetery rules group i clicked add again and named this group seelye cemetery this time i selected rules for type and clicked set rules on the search rules screen i clicked on add and selected criteria clicked on edit criteria and added a rule using filter burial place details contains seelye after saving this group becomes refreshable a great new feature in rootsmagic 10 is the refresh button which appears for rules based groups the refresh button will appear on the people list and the sidebar group tab when the rules group is selected clicking it updates the group based on any new or changed data the number of people in the group will display next to the group name converting a simple group to a rules group want both groups to be rules based no problem highlight the simple group e g harrisena cemetery on the group tab click the edit icon choose the rules option and set the appropriate rule sa...