New Features in RootsMagic 11

New Life Summary panel

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

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

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

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

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

Search and Replace is included on Search Page now

Edit has been added to WebSearch page

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

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

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

RootsMagic Version 11 Buy or Upgrade to Version 11

RootsMagic Feature List

Main Features

  • Five views to choose from: Pedigree View, Family View, Descendant View, People List View (customisable and filterable), Couple List View
  • Over 100 Printouts – customize and print colourful reports and lists
  • Run RootsMagic directly from a flash drive on Windows, Mac, or both
  • Runs natively on both Windows and Mac
  • Easily switch between different views (People, Places, Sources, Media, Tasks, Addresses, Search, Publish, etc)
  • Open multiple trees at the same time, drag-and-drop between trees
  • Map view of all places in your database and see at a glance where events occured
  • View and edit every piece of information about a person from a single edit screen
  • Add unlimited people, facts/events, notes, sources, and more
  • Integrated backup and restore help safeguard your data
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Easy to Learn and Use

  • Easy file management
  • Family members are automatically linked as you add them
  • Automatically checks for duplicates as you add people
  • Click in an empty parent or child slot on screen to add parents or children
  • Just double click on a person's name to edit that person
  • All information for a person is shown on a single streamlined 'Edit person' window
  • Sidebar on main screen makes navigation easy
  • Resize edit and search dialogs to see as much information as you want
  • Named Groups of People lets you create groups you can use in reports or other areas
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Charts and Reports

  • Over 100 Printouts – customize and print colourful reports and lists
  • Spectacular Large Format (Wall) Charts in any orientation (top to bottom, left to right, etc) – Fan Charts, Ancestor Wall Charts, Descendant Wall Charts and Hourglass Charts
  • Print reports to screen or printer
  • Publish large format charts to printer or file
  • Customize headers, footers, margins, and fonts for any printout
  • Save reports to PDF (Acrobat), word processor (.DOCX) or spreadsheet (.XLSX)
  • Print colour coding in pedigree charts, group sheets, charts, narrative reports, and more
  • Print charts up to 100 feet wide
  • Export charts to PDF or SVG files – ideal for printing
  • Address labels for mailings
  • Address List – A list of the addresses in your file
  • Ahnentafel – A list of ancestors
  • Birthday List – A list of birthdays and anniversaries for people in your file
  • Box chart reports (both ancestor and descendant)
  • Box charts – Select box style
  • Calendars with birthdays and anniversaries
  • Descendant List – An indented list of the descendants for a person
  • Direct Descendant List – A direct line of descendants down to a single person
  • Duplicate List – A list of potential duplicate individuals in the database
  • Fact List – A list of people with or without a particular fact
  • Family Group Sheets
  • Individual List – A list of the people in the database
  • Individual List – Include the facts, parents, spouses, and children of each person
  • Individual Summary – A summary of information for a person in your file
  • Kinship List – A list of everyone related to an individual
  • LDS List – A list of LDS ordinances in the database
  • Marriage List – A list of the couples in the database
  • Missing Information List – A list of people missing selected information
  • Multimedia List – A list of the media in the database
  • Narrative reports (modified register and ancestor)
  • Narrative reports (register (NEHGS), indented descendancy, Henry descendancy, and D'Aboville descendancy)
  • "On This Day" report shows family events on a selected date, as well as famous births and deaths, and historical events
  • Pedigree Charts (standard and cascading)
  • Photo Tree – Tree with 3 generations of pictures
  • Place List – A list of the places in the database
  • Place List – Print the events which happened in each place
  • Place List – Include latitude, longitude, and notes for each place
  • Relationship chart shows exactly how two people are related
  • Repository List – A list of the repositories in the database
  • Repository List – Include the sources, and tasks with each repository
  • Research Logs – Sortable research logs of the data you have researched
  • Research Notes – Prints the research notes and comments for every citation for a person or family.
  • Scrapbook of pictures for people, families, sources, and places
  • Source List – A list of the sources in the database (sorted and grouped)
  • Statistics List – Statistics for any group of people
  • Surname Statistics – Statistics on the surnames in the database
  • Task List – A customizable list of tasks in your file
  • Timeline List – A chronological timeline of events for a person or group of people
  • WebTags List – A list of WebTags in your file
  • Who Was There List – A list of people who could have been in a particular location at a particular time
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Documenting Your Information

  • Add source documentation to any person, fact, or family
  • SourceWizard automatically writes proper sources for you
  • Hints in the Source fields guide you in entering your sources
  • Assign industry-standard quality terminology (for sources, information and evidence) to your master sources
  • Easy to use source list tracks all your documentation (certificates, census, books, etc)
  • Create your own source templates using the powerful built-in template language
  • Attach photographs, sound clips, and video clips to any person, family, place, source, or event
  • Include photos in your books, group sheets, and other printouts
  • View media as thumbnail grid or list
  • Attach documents (Word, PDF, etc) to any person, family, place, source, or event
  • Relative links to media to faciliate moving between computers
  • Add notes and stories/notes to any fact, person, couple (family), or shared role, place, place details
  • Open up to 3 Edit Person screens at the same time
  • Edit person screens are modeless, meaning you can leave it open while doing other things in the program
  • 60 predefined fact types (birth, marriage, death, occupation, religion, etc)
  • Easily track multiple relationships, such as adoptions, foster parents, etc
  • See a person's age at every event on their edit page
  • Enter place history, latitude and longitude for each place
  • Create your own user defined fact types, and add any number of roles
  • Sharing events among multiple people lets you assign witnesses or other people involved in an event
  • Craft your own customized sentence for each fact or role from the live-edit pane in "Edit person" window
  • Add private events that you can suppress from printing or exporting
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Map your Family Tree

  • List view of all places in your file
  • Reverse places in list to view together geographically (e.g. Salisbury, Wiltshire, United Kingdom => United Kingdom, Wiltshire, Salisbury)
  • Instantly view on screen all people with an event in a place
  • Directly edit a person from the list of people with an event in a place
  • Map view of all places in your file
  • Geocode (automatically add latitude/longitude) places
  • World gazetteer to find places
  • PlaceClean feature to automatically clean your place list
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Organise Your Research

  • Add tasks to keep track of needed or completed research
  • Link tasks to people, family, events, sources, citations, places, and more
  • Track goals, results, dates, status, priority, and more
  • Track non-relative relationships (friends, neighbors, enslavement, classmates, etc)
  • Keep track of addresses for people in your file
  • Person search finds people by name, record number, events, dates, places, notes, and many other types of data
  • Find Everywhere lets you find text in any record in your file: people, families, notes, sources, media, places, to-do items, research logs, and more.
  • DataClean helps you clean up problems in names and places in your database
  • Easily view or edit people in search results without losing your place in the search or having to re-do the search
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Tools

  • Date calculator
  • Pop up calendar when entering dates
  • Soundex calculator (including alternate methods)
  • Bookmark any individuals in your database
  • History list lets you backtrack through last 200 people visited
  • Back button moves back to previously visited people
  • Potential problem list
  • DataClean helps you clean up problems in names and places in your database
  • Problem list is interactive (edit problem person or family directly from problem list)
  • Mark possible problems as "not a problem"
  • Place name standardization and geocoding
  • Mapping people and places
  • Create groups of people that you can name, select and manipulate
  • Colour coding to highlight groups of people's names in colour so they are easy to spot
  • Counts the number of separate trees in your database
  • Relationship calculator shows you the relationship between any two people
  • File Compare lets you compare two RootsMagic files side by side and copy people, events, names, notes, sources, and media between them
  • Powerful merge capabilities
  • SmartMerge automatically handles the "obvious" duplicates
  • Database tools let you test the file integrity, rebuild indexes, and compress database to remove deleted records
  • Fact tools let you change and remove fact types for everyone in your database
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Online Features

  • Share your data with FamilySearch
  • FamilySearch Family Tree import
  • Upload or download an Ancestry tree
  • Ancestry Tree Import
  • Publish your family online at MyRootsMagic.com
  • Create beautiful HTML websites
  • WebSearch lets you search popular websites for people in your file
  • WebTags let you add links to websites attached to people, sources, places, etc.
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Compatibility

  • Runs under Windows 8, Windows 10, Windows 11
  • Runs under macOS High Sierra (10.13), Mojave (10.14), Catalina (10.15), Big Sur (11), Monterey (12), Ventura (13)
  • Support for international character sets through Unicode integration
  • Direct Family Origins import (versions 4 and later) (*Windows)
  • Direct Family Tree Maker import (version 16 (2014) and earlier) (*Windows)
  • Direct Legacy import (versions 3 and later) (*Windows)
  • Direct PAF import (versions 2.x and later) (*Windows)
  • Direct Master Genealogist (TMG) import (versions 1 - 10) (*Windows)
  • Full GEDCOM 5.5 support so you can exchange data with other programs
  • Full LDS support. LDS support can be turned on or off
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Continue Reading

There are three different editions of RootsMagic UK. Continue reading to see what those differences are, and work out which one might be the best version for you.

Compare Full Versions