• Data that has been entered previously
will occasionally need to be edited or
• Adding new repositories, sources,
surnames, people, marriages and places
is done more efficiently in the “lists.”
To manage your list data, click on the “Lists” icon on the blue
bar, and select the desired item.
Each list provides “Edit” and “Delete” functions
for each entry.
Clicking on “Edit” will open the template where the entry was
first recorded. Make the desired changes, then click “Save.”
Clicking “Delete” will remove the entry entirely.
• If you delete a person, place, source, or
other item that is linked to data in your
log, you will break those links.
• Watch your dropdown boxes, and always
select from the boxes. Only add items that
are not yet in the dropdown, and watch
the lists to prevent duplicate entries.
Each of the lists also has an “Add” button. Clicking on “Add” will
open an empty template to create a new entry.
• Objectives, searches and results are
handled differently than the list items,
with only slight variations.
• Editing or deleting objectives, searches
and results begins with the “Search Your
To edit an objective, search, or result, begin by clicking on the
“Search” icon in the blue toolbar, or click on “Search Your Logs.”
Choose “Objectives.” Add variables in the other fields to limit
the number of objectives returned, or leave them blank to
return all entries. Click “Search.”
To edit the objective, click on “Edit” in the right column.
The objective template will open. Make the necessary
changes, then click “Save Objective” to save the changes.
To delete an objective, check the box to the left of the
entry, then click “Delete.”
To edit a search, begin by clicking on the “Search” icon in the blue
toolbar, or click on “Search Your Logs.”
Select “Searches.” Add variables in the other fields to limit
the number of items returned, or leave them blank to return
all entries. Click “Search.”
From the list of items returned, click on “Edit” to make changes.