I haven't received the link for the FTM 2014 Beta yer so this may be a non-issue, but...
Is there a way to assign tags to people in FTM? I've created custom fields for some records but I'd like to be able to have a check boxes, combo box, or predictive text (like my Gmail where it populates an email address as I type it) with tags.
An example set of tags would be something like: Revolutionary War Vet, Immigrant, Civil War - CSA, etc.
See attached example from Evernote
Are there ways to currently do this?
I have not found anything to use for tags in FTM besides custom facts. I'm not sure if I would be in favor of tags in FTM - depending on how they would interface with Gedcom and transferring data to and from other programs.
For example, I have many ancestral lines in my file (my personal ancestral lines approach 200 - mostly New England immigrants in the 1600s.) If I want to list all Civil War vets who were casualties that I share Hallock blood with who fought on the Union side, I have a custom fact I call Military Filter. I could call it Military Tag.
Military Filter: Civil War Union Hallock Casualty
or I have a person I share 3 ancestral lines with:
Military Filter: Civil War Confederate Smith Taylor Jones Survived
I can filter for any or a mixture of these text strings in the regular FTM filter used at the bottom of the Index, or in Custom and other reports, or in exports.
For example, when I do a filter in the Family Tab of the People Workspace for "other filter", Military Filter, and search contains all terms Hallock Civil War, I find:
I have 67 persons from my Hallock line in the Civil War
Filter for Civil War, Hallock, Casualty:
17 died during the war
Filter for Civil War Hallock Confed, I find:
3 served in the Confederacy
BTW, I track spouses of family members as members of the family for this purpose.
I am not much of an FTM user but the way I set up military service is to add one custom EVENt tag in GEDCOM with a TYPE "military service" (aka event_descriptor) and the event_classification of the war/conflict name like "Civil War". I know that FTM uses different terms for these fields in the UI but the GEDCOM would look like this:
1 EVEN Civil War
2 TYPE military service
2 DATE FROM ... TO ...
If you want to record a specific battle substitute the word service with battle then replace Civil War with the battle name.
This the most correct GEDCOM way to record these events.
"Tags" are not part of Family Tree Maker at all.
I use the Military Service Fact, and the "conflict" in the Description field. You can filter on that.
World War II Draft Registration
That was the record, but he never served.
The issue of GEDCOM and tags is a non-issue as far as I am concerned. The GEDCOM doesn't really need to include the tags.
There isn't a simple way to do a search or filter for the tags that I need in the location based tree that I am working on. I need the ability to tag people based on several different events. For instance, I want a group that contains anyone who appeared on any one of the state or federal census records for the town. Without tags, I have to do 15 separate searches and then compile the list in Excel. There is just no way to get the reports to come out the way I need them to for the town's 150 book without going to another software.
I hope that 2014 incorporates tags.
The best way I've found for doing this is to use a custom fact.
Have you tried filters?
This thread comes closest to what I wanted to ask: If I create a custom fact and then filter to segment a specific population is there a way to easily populate the custom fact for that segment all at once?
You can copy a Custom Fact (and its citation(s) and associated image) and paste to other persons in their nuclear family:
Make one Custom Fact for whatever
Right Click - Copy
Navigate to a person where you want to paste. Select any fact for that person.
Right Click > Paste
You will get a pop-up page where you can check those relatives listed below to be pasted in one operation::
So, you can copy and paste to a batch in pretty quick order (say for residence).
But, if the tag is for a scattered group of people that don't belong to a family (ie Civil War Union Survived, or Civil War Confederate Casualty), you almost have to do it one person at a time.
Thanks - I was afraid of that!