Tools – Preferences – General
Tools – Preferences – General
One of the first things you will want to do after installing Ancestral Quest, is to set up your preferences. This is where you tell Ancestral Quest how you want it to work for you. Preferences… are reached through the Tools tab on the Menu bar.
Clicking on Tools > Preferences… will present the Preferences screen, showing the General tab.
The General tab of Preferences is divided into seven areas. Five of the seven are in boxes. The upper left box determines the appearance of the names of individuals throughout the program. Specifically, it determines whether any of the four identifying numbers will be appended to the name. I use RIN because it is useful in navigating large files. The RIN is a key into the individual records. AQ is designed to search for specific records by RIN, but not by any of the other three. If you will share reports with other people, consider suppressing both RIN and MRIN numbers, because they only deal with the internal organization of your file. Your RINs will likely have no meaning to anyone else. The ID number is a free-form field, 10 characters long in .paf files and 40 in .aq files. It accepts alphanumeric characters, and can be used for Henry numbers, Ahnentafel numbers, or custom numbers of your own making.
It can also be set through Tools > Generate ID Numbers…. This can be used to synchronize ID numbers between two separate files by generating numbers starting with corresponding people in each file. It can generate numbers based upon family relationship. (I need to experiment with this and post an article later.)
AFN and FamilySearch ID are keys to the Ancestral File and Family Tree databases maintained by the Church of Jesus Christ of Latter-day Saints. The Ancestral File is deprecated, and the information is now in the Family Tree. The next box down is Name Entry.
If you press the Case as Entered radio button, you control capitalization with the Shift and Caps Lock keys. Capitalize First Character will capitalize the first letter of each name piece. This can be bothersome for names with lower case name pieces such as van der Meyden. To enter these names, type the first letter, backspace then re-type it.
The Quick Entry features complete partially entered place names from a list of previously entered names. The Advanced version also completes names of individuals. Both Simple and Advanced versions are available in .aq files. Only the Simple version is available in .paf files.
The Date Entry radio buttons solve a problem for the person who coded the routine that interprets the dates you enter. If you selected U.S. notation, then 9/10/1857 would be 10 September 1857. If you used European notation it would be 9 Oct 1857.
If the box next to Use Skins is checked, then you can select from 17 predefined color schemes in the pull-down window. The two-tone color patch to the right gives you a hint as to how the colors will look.
If the box is not checked, then you can click the Colors… button to reveal the Choose Colors screen. Use the pull-down window to select a screen area type. Click the Change Color… button, and select colors for that area.
If you check Gender Icons AQ will show red and blue gender icons instead of ‘F’ and ‘M’ to show gender.
Click the Password… button to bring up the Change Password screen. Use this screen to set or clear a password.
The next box up tells Ancestral Quest what to do if you double-click a name. If you press the top radio button, double-clicking on a name will move it to the primary position. That’s the top left on a Family view and the left on a Pedigree view. If the person is already in the primary position, there is no change. Double-clicking a name when the center radio button is pressed will cause AQ to edit that individual. With the bottom radio button pressed, double-clicking will move that person to the primary position, except when that person is already there. In that case, the record for that individual is edited.
The top three check boxes deal with temple ordinances in the Church of Jesus Christ of Latter-day Saints. The Use LDS Data check box controls whether this information is seen on the screens. Show on Reports and Ordinance Codes on Child List are grayed out if this is unchecked. If Show on Reports is unchecked, this information will not show on reports, even though it shows on screens and is stored in the file. If Ordinance Codes on Child List is unchecked, those codes will not appear on the list of children in the Family view. When the Connect with FamilySearch check box is checked, the FamilySearch tab appears on the Menu bar, and the routines which allow contact with the LDS Family Tree database are activated.
Enable Page of Testimony activates the screens necessary to record information about Jewish Holocaust victims. The information recorded there can be forwarded to Yad Vashem, The Hall of Names, to preserve the memory of those victims. To be eligible, the individual must have died between 1933 and 1945.
Verify New Names, when checked, presents a screen asking for validation of the name entered if it has not been seen previously.
Capitalize Surnames causes screens showing surnames to show them in ALL CAPS. It does not cause the names to be stored in ALL CAPS within the file.
When a new relationship is formed between a man and a women or a parent and a child, Ancestral Quest creates a Marriage Record. Edit Marriage when Created causes that record to show on the screen to be edited as soon as the parent, child or spouse has been entered. Additional children added to that relationship will not cause the record to be edited again.
The next two check boxes are Shade Reports and Hide in Preview. Shade Reports causes some reports to print background stripes across the paper. These stripes alternate every three lines on the reports that use them. This can be unchecked if your printer makes their stripes too dark. The Hide in Preview causes these stripes to not show in the Print Preview. Your monitor may make these stripes undesirable.
Use List when Navigating takes effect when you are in the Family view and you click the arrow to the left of the primary person. It causes the Relationship Search screen to appear. If the box is not checked the person moved to the primary position is the oldest child with descendants. If no children have descendants, the oldest child is selected.
Show Tip of the Day determines whether or not Ancestral Quest will show the Tip of the Day screen at startup.
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