Why is it that when after using the shared option for entering census details for a family that if later I add a note to one of the family that note is added to all members of the family. What am I doing wrong? In an attempt to avoid this I now add a miscellaneous entry for the same date as the census for that person. Help please. Robin
@BOMOROB
Hey Robin-- you are NOT doing anything wrong-- that is how it works when you add anything to this area of a fact no matter if it is on the original person or a shared person…
What you need to do is put your note under the person’s note area
You get there by either clicking on the shared people for the fact on the original person or the fact for the person shared–send me an email
n
I originally had a hard time understanding the question. I guess that’s because I’m very oriented to printed reports.
If you enter a note for a fact for person A and if you then share a role for that fact with person B, the note for the fact for person A does not show up in the sentence for the role for person B. That’s why I wondered what was going on. I had forgotten that you can actually the see the note for the fact for person A in the role in the Edit Person screen for person B. But being able to see the note for the fact for person A in the role for person B in their Edit Person screen has no effect on actual printed reports for person B. For the purpose of printed reports, it’s as if the note is not really there for person B.
The analysis by nkess is correct. But nevertheless I played around a little further with this issue and I think there must be either a design flaw or else an implementation bug when it comes to the note for the role itself. Namely, when I add a note to a role and then print a report for the person who has the role, the note for the role does not print. In other words, the note for the role doesn’t seem to do anything at all when it comes to printed reports. That doesn’t seem like it can possibly be right. And by the way, it surely can’t have anything to do with the sentence template for the role because RM’s sentence templates do not support the [Note] variable.
I wonder if anybody else can confirm my results or might possibly have further comments about this issue.
According to RM10 Help site “Enter a note associated with this person in the selected role. This will appear as a separate sentence following the role sentence.”
I’m seeing the sharee’s shared fact note on the Individual Summary and Narrative report.
Thanks for checking.
I don’t usually use role notes, and that’s the way I had remembered it working. However, when I tested before I posted my message above, I didn’t see the role notes in reports. I have just tested again, and this time I do see the role notes in reports. So I must have done something wrong in my first found of testing. Mea culpa, and I’m pleased that it is working correctly.
So to go back to the original question: follow the advice from nkess Namely, use role notes rather than the fact note itself when adding a note for a sharee, and all will be well.
No doubt having as usual spread a litle confusion, and altho’ nkess has provided me with the solution (as expected!) here’s what I was doing wrong. Having shared census data for members of the family, and later wanting to add a note to one member of that family, I used the note column to the right of the “fact (i.e.census), date, details” row and this caused the note to appear against all persons in that shared census. If I’m now correct I should have used the Note option in the upper section ( Fact, Details…) against the person.
Having for years used the Note section against a Fact (unshared) and not against the Person,I am now concerned by the jerry bryan response that should I print out a report for a person -something I have not yet bothered with - then that note will not exist. Oh dear, another can of worms just opened. I should have taken up fishing or stuck to bird watching.
I await responses but please not too technical, my old brain has its limits.
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Well, it depends. If the information in the note is for the fact, then the note probably should be associated with the fact and not with the person. But there sometimes are valid reasons to use the note associated the person.
However, this particular situation does not seem to me to be a case where the information should be associated with the note for the person nor is it a situation where the information should be associated with the note for a fact. Rather, it is a situation where the information should be associated with the note for a role.
Here is where you click to enter a note for a person or for a fact.
Here is where you click to enter a note for a role. First you click on the Shared column which in my case already contains a 2 because the role has been shared twice. Then you click on the person who is sharing the role.
Then you click on the note field for the role.
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Many thanks for the clear advice. I have also experimented with printing Individual Reports and am pleased with the results. Later I’ll look at how my Tree in Ancestry imported from RM turns out.
Nothing about the shared event will appear in the Ancestry profiles for the sharers of the event. It will appear in the profile of the Principal person as an ordinary, unshared event.
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Many thanks - that’s what I’m just finding out