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Family Tree

The Family Tree organizes family information for easy viewing. Relationships and personal details such as birth dates and telephone numbers can be accessed via a mouse click or two.



How do I get to the Family Tree page to manage it?
  1. Log in to the Admin.
  2. Click on the appropriate tab to get to the Family Tree page.
  3. Click on the appropriate button to bring up the Family Tree page.
  4. A new window will load. [ Example ].



Family Tree Page when Viewed by an Admin [Back]


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Managing Your Family Tree

Authorized visitors can add, modify and delete the Family Tree and its contents. Tools allow you to:



Adding the First Family Member to Your Family Tree

Adding the first family member to your tree is a slightly different process than adding additional family members. Here are the steps:


  1. Look for a Create First Person button in the lower right corner of the Family Tree window. [ Example ]
  2. If you do not see a Create First Person button, then you need to add additional family members as relatives of existing family members.
  3. If you see a Create First Person button, click it. The "Add New Person" form will appear.
  4. Enter information about the new person. Scroll down as needed to access all fields and menu options.
  5. Click the Create button to finish. (Click the Cancel button to exit without adding your first family member.)
  6. A Person Created Successfully message will appear confirming that the person has been added. To close this message, click on Close [ Example ].
  7. The person you added now appears in your tree's Family Members list. Notice that the "Next" button no longer appears. You will add additional family members using a slightly different process, which is described in the next section of this help topic.

Family Tree Page with "Create First Person" Button: [Back]



Add New Person form: [Back]



"Person Created Successfully" message - click "Close" to close it: [Back]



Family Tree window with first person added: [Back]


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Adding More Family Members to Your Tree

Once the first family member has been added, you can edit that family member to add relatives, then edit those family members to add more relatives, repeating until your Family Tree is complete.

Here are the steps for adding more family members:

  1. Find the family member whose relative you want to add, in the Family Members list, and click that person's name to select it.
  2. Click the Edit button.
  3. On the Edit page, click the Create/Edit Relative button.
  4. Scroll down the Edit Relatives page and click on the dropdown menu next to Create, then select the type of relative you're adding. How is this new family member related to the person you're editing? Is he or she a parent, partner, sibling, or child? (If you don't see Parent in the create option list, then the person you're editing already has two Parents in the Family Tree.) Click the Create button once you have selected the type of relative to create.
  5. A form will be displayed to add the new relative. The title of the form indicates which type of relative you chose to create in the previous step.
  6. Enter information about the new relative. Scroll down as needed to complete the form.
  7. Click the Create button to finish. The relative you created will be added to your tree's Family Members list, ready to edit. (Click the Cancel button to exit without creating the new family member.)
  8. Click the Close button to close the Person Successfully Created display.

Repeat these steps for each person you want to include in your Family Tree.


Select family member, click "Edit" then click "Create/Edit Relatives": [Back]



Choose type of relative to create: [Back]



Add the new person: [Back]


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Adding Family Details to Your Family Members

Each family member may be assigned details such as traits (hair and eye color), contact information (telephone number and street address, e-mail address, etc.), additional information (favorite quote), etc. Here are the steps to enter or update a family member's information:

  1. Select the family member via the Family Members list.
  2. Click the Edit button to bring up a list of options.
  3. Click on the option for the type of information that you wish to edit:
    Edit General Info
    Edit Contact Info
    Edit Traits
    Edit Additional Info
    Create/Edit Relatives
  4. Enter the new or updated information for the person you're editing. Scroll down as needed to access all fields.
  5. Click the Save button to finish.
  6. Click the Info button if you would like to see how the new information will display for visitors to the Family Tree page.

Select the Family Member: [Back]



List of Options: [Back]



Edit General Info form: [Back]



Edit Contact Info form: [Back]



Edit Traits form: [Back]



Edit Additional Info form: [Back]



Create/Edit Relatives form: [Back]


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Editing Family Member Relationships

Family members are connected to the tree via their parent and partner settings. If you find out that a family member isn't in the right part of the tree after all, then you need to edit relationships. You may change parents, partners, or both. You may also specify the type of partner relationship (divorced, unmarried, etc.). Here are the steps:

  1. Select the family member via the Family Members list.
  2. Click the Edit button to bring up the option list.
  3. Click on the Create/Edit Relatives button.
  4. Click on the Edit Relationship button.
  5. On the Edit Relationship form, click the button for the type of relationship that you need to change. In this example, we are changing the parent.
  6. On the Change Parent form, click one of the menus to select a family member to set as that parent. In this example, we are selecting "Unknown" for both parents because we've realized that the correct family members are not yet in the tree.
  7. If you need to change a partner, use the Set Partner option if the correct person is in your tree's Family Members list already.
  8. If the correct partner is not in the tree yet, and you don't have enough information to add that person, then use the Remove Partner option. You may come back later once you find out enough about the correct partner to add her or him to the tree.
  9. To specify the nature of the partner relationship, such as "Divorced" to indicate an ex-spouse, then use the Change Partner Type option.
  10. Click the Save button to finish, or click the Cancel button to exit without changing the relationship.

Select the Family Member: [Back]



List of Options: [Back]



Create/Edit Relatives Form: [Back]



Edit Relationship Form: [Back]



Change Parent Form: [Back]


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Deleting Family Members

Here are the steps to delete a family member from your Family Tree:

  1. Select the family member via the Family Members list.
  2. Click the Edit button.
  3. On the Edit page, click the "Delete" button.
  4. On the first prompt to confirm, click the Delete button. (To exit without deleting, click the Cancel button.)
  5. On the second prompt to confirm, click the Delete button. (To exit without deleting, click the Cancel button.)

Notice that the deleted family member's name disappears automatically from the "Family Members" list. If you have deleted the only existing member in your Family Tree, the "Next" button will reappear automatically in the lower right corner of the Family Tree page.

IMPORTANT: The "DELETE ALL" button will permanently delete all of your Family Tree's information, including all family members and their details. If you click "DELETE ALL", you will have to re-create your Family Tree from scratch.


Select the Family Member: [Back]



Click the "Delete" button, NOT the "Delete All" button: [Back]



First prompt to confirm - click the "Delete" button: [Back]



Second prompt to confirm - click the "Delete" button: [Back]



Delete Confirmation: [Back]





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