What's New in RootsMagic 11

Improved User Interface

View buttons on each page now include labels ("Pedigree", "Family", etc.)

Cryptic tool icons on each page have been replaced with menus

New side panel on person page includes a simple header with basic information easily visible

Side panel header includes icons for notes, sources, media, tasks, health, and DNA for the current person

Side panel header lets you quickly switch between spouses and sets of parents

New Life Summary panel on People page shows life events, spouses / children, parents / siblings in a single view

Life Summary data sections can be collapsed or expanded as desired

Life Summary panel provides a quick way to add parents, spouses, and children to the selected person

Life Summary lets you easily rearrange children and spouses for the selected person

Life Summary provides a quick way to edit, go to, unlink, or delete any family member of the selected person

Special information on pages is more clearly shown using Alert bars (media sort order, task filtering and folders, "unused" media, etc.)

Theme contrast lets you select between standard, high, and max

Numerous other small enhancements

Enhanced Citation Editing

New Sources view on Edit Person screen shows all citations for the person (including events, names, etc.)

Directly edit any citation for a person from a single screen

Easily Add citations for any piece of information from a single screen

Quickly rearrange citations for any fact

Simplified Note Editing

New Notes view on Edit Person screen lets you easily see all notes for the person (including events, names, etc.)

Quickly switch between a person's notes for direct editing

Indicator lets you quickly see which pieces of information already contain notes

Search all notes for a person from a single screen

Easier Task Editing

New Tasks view on Edit Person screen shows all tasks for the person (including events, names, etc.)

Quickly add a task to any piece of information for the person from a single screen

Easily add a task to any piece of information

Search all tasks for a person

More Powerful Search Capabilities

Basic and Advanced search result table is now independently customizable (no longer tied to the Person List settings)

Basic and Advanced search include Print (which also allows saving search results to Excel and CSV)

Basic and Advanced search results now include a Life Summary panel to show all info for the highlighted person in the results

Can create a Rules Group from the Advanced search results

A results count is now displayed for Basic and Advanced search results

RootsMagic now remembers whether you last used the basic or advanced search

Advanced Search has been simplified and enhanced:

* Criteria Rule has been separated into Event, Name, Attribute, and Association rules

* Events can now be searched by multiple fields for the same event

* Date search now offers a "Between" option

* Search events, shared events, or both

* Rules are now combined with AND, OR, or BUT NOT rather than just in sequence

* New special rules: People w/ no sources, Unlinked people, Bookmarked people

Search and Replace is included on Search Page now

Edit has been added to WebSearch page

AI Prompt Builder

AI Prompt Builder helps you create and save effective prompts to use with the AI of your choice

Create and save free-form prompts, or use the AI Prompt Builder to step you through

AI Prompt Builder lets you choose the Role, Task, and Audience, and then builds the prompt

Prompts are saved to reuse with different people in your database

Select a person, open the AI Prompt Builder, select a prompt and click Copy.  Then paste into your favorite AI.

You can choose what information about the person will be included with each prompt (names, events, spouses, children, parents, siblings)

Options: no fake info, historical context, format preference (plain, html, etc.)

Edit any prompt in the free form prompt editor

Printing and Reports

Print a Relationship Chart for any relationship found by the relationship calculator

Filter out events by proof for FGS, Narrative, Individual list, and Individual Summary

Proof Support

Added "Proposed" as a proof type (to handle theories, hypotheses, etc.)

Edit person form now displays icons for each proof type: proven, disproven, disputed, proposed

Explorer Enhancements

Side panel in Explorer now uses the Life Summary

Marking or unmarking families now lets you select the entire family or just individual family members

Other

Added support for MacOS ARM (M1, M2, M4)

Used lists (where a record is used) now displays color coding for people in the list

Used lists now have a search filter

Private facts now display a lock icon on the Edit Person page

Numerous minor enhancements

What's New in RootsMagic 10

DNA Matches

Easily track DNA matches for any person

Track test service, date, shared centimorgans, shared %, and more

Include notes for any DNA match

Keep track of user names from provider for each match

View tree relationships and DNA predicted relationships side by side

Leeds Method report for DNA clustering

DNA Kinship list shows all relationships to a start person (both tree relationship and predicted DNA relationship)

Health History

Track unlimited health conditions (illness, disease, accidents) for each person

Customizable Family Health History report shows health conditions for a person and all immediate family members

Health Conditions list shows any group of people who share the same health condition

Enhanced Searching

Advanced search now includes searching by family line, genetics, individual, or family

Criteria group rules now includes searching by family line, genetics, individual, or family

Can save (and reuse) full advanced search and criteria groups with new search rules

Advanced couple list search lets you search on both husband and wife simultaneously

Search on # of shared facts

Search on proof for facts (and Any fact)

Updated Help System

Context sensitive help lets you press F1 to get help on whatever you are doing

Help can be accessed either online or local on your computer

Simplified Group Access

Add, edit, or delete a group directly from the Groups side panel

Directly refresh any "saved rules" group directly from the Groups side panel

Printing and Reports

Family Health History report

DNA Kinship report

Leeds Method report for DNA clustering

Health Conditions list shows any group of people who share the same health condition

Kinship List includes option to filter which people to include (everyone, list, or group)

New Tools

Globally add a fact to everyone in a group

Copy a person's fact to one or more other people

Move a person's fact to another person

Ease of Use

Copy a book in Publisher

Quickly hide / show the folder list on the Tasks page

More viewable lists in Enhanced Properties

Lists from the Enhanced Properties can now be printed

Lists of unused records (places, citations, etc) from the Enhanced Properties now allow you to delete

Enhanced capabilities when adding a shared fact

Find Everywhere now supports saving or printing results

Quickly switch between color code sets from any view

Other

Optionally display surname before given names (for an individual name) for certain cultures

Import Lists lets you select specific records to import from the other file

Sort basic or advanced search results by any column displayed

Half relationship support in relationship calculator, set relationships, relationship chart, kinship list, DNA kinship list, and DNA view

Citation quality now supports Source:Authored and Information:Undetermined

Numerous minor enhancements

What's New in RootsMagic 9

Associations

Add non-relative relationships to your database (friends, neighbors, etc.)

Create customized association types

Fully document associations (notes, sources, media)

Include associations in your research tasks

List of all associations in your file

Optionally display associations in each person's edit screen (along with other facts)

Special reports showing how unrelated people may be connected through other people

Include associations in standard reports (narrative, group sheet, etc.)

Enhanced Color Coding

Use and easily switch between up to 10 different color code sets

Name (label) each color code set ("Wars", "Ancestral Lines", etc.)

Label the colors in each color code set ("Revolutionary", "Civil", "WWI", "WWII", etc.)

Hover over color in pedigree and family view to see the color names

New Tools

Commonly used tools together in new Tools list

Automatically rearrange children in all families at once

Automatically rearrange spouses of every person at once

Delete a selected group of people

Globally change a fact type

Globally delete a fact type

Combine groups based on different criteria

Enhanced property list lets you see database statistics at a deeper level

Individual Media Album

View all media for a person in one location (individual, family, event, citation)

Filter media by event, citation, caption, description, and more

Sort media items for each event, citation, etc.

New Note Editor with Spell Check

Improved performance when editing notes

Spell check using the operating systems built-in spell engine

Select default spell check dictionary language

Printing and Reports

Option to sort Kinship List by relationship

Color code support in "On This Day" report

Searching

Advanced search criteria can now be saved for re-use

Search and Replace now supports source name, text, comments; citation name, text, comments; task name, details and results

Task filters can now be saved for re-use

Ease of Use

Add, edit, and delete items directly from the "Used" lists for sources, citations, tasks, media, etc.

Option to search for exact matches in most lists

Jump directly to FamilySearch or Ancestry for selected person in Person views

Added Family List to side panel

Other

New 64 bit Windows support

Create HTML websites for upload to your own server

Groups can now be either free-form or saved criteria

What's New in RootsMagic 8

General Features

Complete rewrite to work with the latest genealogical technologies and create a foundation for future functionality

Runs under Windows 7 (SP1+), Windows 8.1, Windows 10, Windows 11 (future)

Native MacOS support

Run RootsMagic directly from a flash drive on Windows, Mac, or both

Open databases in separate windows to support multiple monitors

Easily switch between open databases with a single keystroke

Ease of Use

Command Palette displays an alphabetical list of commands which you can select from to run directly

Home page dashboard (news, files properties, recent files, etc)

Navigation

Couple view

Expand and collapse generations on descendant view

Easily switch between different data views (sources, places, tasks, media, etc) without losing your place in those views

Editing

Open multiple edit person screens at same time

Edit screens can remain open while you switch back to the main program to do other things

View immediate family members directly from a person's edit screen (timeline)

Switch directly to the edit screen of any family member and then instantly switch back

Access other data lists (sources, places, tasks, media, etc) w/o having to close Edit Person screen(s) first

Live edit for other data types: sources, citations, places, tasks, media, addresses, and more

Live hyperlinks inside notes

Create custom Father and Mother labels.

Search

Basic, Advanced, WebSearch, Find Everywhere grouped together in an easy to find

Search displays list of matching records (rather than making you step through matches)

Edit or jump to any person in the search results, then return without having to redo the search

Printing and Reports

New report and charting engine

Fan charts

Save wall charts to PDF

Save reports directly to .DOCX, .XLSX, and other formats

Photos on Pedigree view and Family view individuals

Sources and Citations

Reusable citations let you create a citation once and then attach it to multiple people or events

View uses of sources / citations directly from source / citation list

Tasks

Create tasks to track things to do, completed research, etc

Track dates, goals, results, priority, status, and more

Any task can be attached to multiple people

Tasks can be attached directly to source or citation records

Tasks can be attached to multiple media, addresses, or repositories

Tasks can be filtered by any combination of data, people, families, events, places, place details, names, sources, citations, addresses, repositories, media, or folders

Quickly filter tasks by repository, address, media, source, citation, place, or person

Places and Mapping

Reversible place list

View where a place is used directly on screen

Directly edit a person using a place in place list or mapping

Map any group of people (not limited to immediate family anymore)

Other

More colors for color coding

Quickly view, add or remove people from multiple groups at once

Relative media paths

Slide in workflow