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The Family tab on the People workspace provides a comprehensive view of your tree. In previous weeks we’ve learned how to navigate your tree using the pedigree view on the Family tab and also how to add individuals on the family group view. This week I’ll show you the tools and features available on the editing panel on the Family tab. The editing panel lets you enter basic information for the currently selected person, such as birth and death dates and places. You can also add sources, media items, notes, to-do tasks, and relationship information.
At the top of the editing panel you’ll see the name of the individual and his or her relationship to the home person. To the right of that is a green leaf that indicates Family Tree Maker has found possible matches for the person on Ancestry.com; you can click the leaf to see the search results. The Facts button lets you enter or edit vital facts for an individual. When you enter information in a field, a source icon appears to the right of the field; click the icon to add a citation for the fact.
In the toolbar, you’ll notice three other buttons. The Media button lets you view, add, edit, or link to media items.
The Notes button lets you view or add research or person notes for an individual.
The Tasks button lets you view or add to-do tasks for the individual.
Above the marriage facts, you’ll see a Marriage to button. You can click this button to record additional information about a couple. You can entered shared facts (such as marriage or divorce), notes, and media items (such as family photos).
At the bottom of the panel you’ll notice a Customize View button. If you click this button, you can choose which facts appear on the editing panel (and in which order they appear). This is one of my favorite features in Family Tree Maker. Because I often enter christening and burial information for my family, I have customized the editing panel so that these two additional facts are always displayed. This simple modification speeds up my data entry; and best of all, I can change which facts appear as often as I like.