General Features	RootsMagic Essentials 9	RootsMagic Full Version
Runs under Windows 7 (SP1+), Windows 8.1, Windows 10, Windows 11
Runs under macOS High Sierra (10.13), Mojave (10.14), Catalina (10.15), Big Sur (11), Monterey (12), Ventura (13)
Single-file database format
Support for international character sets through Unicode integration
Integrated backup and restore help safeguard your data
Automatically check for updates to your software
Free technical support
Database tools let you test the file integrity, rebuild indexes, and compress database to remove deleted records
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Portability	RootsMagic Essentials 9	RootsMagic Full Version
Run RootsMagic directly from a flash drive on Windows, Mac, or both
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Navigation	RootsMagic Essentials 9	RootsMagic Full Version
Easily switch between different data views (People, Places, Sources, Media, Tasks, Addresses, Search, Publish, etc) without losing your place in those views
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People Page	RootsMagic Essentials 9	RootsMagic Full Version
Pedigree View (5 or 6 generations)
Family View
Descendant View (2-7 generations)
People List View (Customizable and filterable)
Couple List View
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Places Page	RootsMagic Essentials 9	RootsMagic Full Version
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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Sources Page - Documenting Your Information	RootsMagic Essentials 9	RootsMagic Full Version
Add source documentation to any person, fact, or family
SourceWizard automatically writes proper sources for you
Almost 400 SourceWizard templates based on Evidence Explained, Evidence!, and Cite Your Sources
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)
Enter each source only once, then reuse it elsewhere
Reuse citations for multiple facts or people
Directly view and edit all citations for any source
Instantly view a list of all people or facts using a source or citation
Add a global source to each person when importing a GEDCOM file
Record repositories where the sources are found
Create your own source templates using the powerful built-in template language
Easily merge duplicate sources from the master source list
Add a source to multiple people at once
Easily make a copy of a source
Copy (memorize) sources to reuse (paste) elsewhere
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Media Page	RootsMagic Essentials 9	RootsMagic Full Version
Attach photographs, sound clips, and video clips to any person, family, place, source, or event
View media as thumbnail grid or list
Include photos in your books, group sheets, and other printouts
Attach documents (Word, PDF, etc) to any person, family, place, source, or event
Relative links to media to faciliate moving between computers
Fix broken media links
Drag and drop media into albums
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Tasks Page	RootsMagic Essentials 9	RootsMagic Full Version
Add tasks to keep track of needed or completed research
Track goals, results, dates, status, priority, and more
Link tasks to people, family, events, sources, citations, places, and more
Filter tasks based on task data, or items the tasks link to
Place tasks into folders to group them as Research Logs
Research Log view displays a folder as a table including goal, result, sources, and more
Easily view all tasks in a particular repository
Print filtered tasks as either a task list or research log
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Addresses Page	RootsMagic Essentials 9	RootsMagic Full Version
Keep track of addresses for people in your file
Keep track of repositories where records are stored and research is done
Merge duplicate addresses and repositories
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Search Page	RootsMagic Essentials 9	RootsMagic Full Version
Simple person search easily finds people by name, sex, birth/death year
Advanced person search finds people by name, record number, events, dates, places, notes, and many other types of data
Easily find people by married name or nickname
Search and replace for notes, names, places, media items, etc.
WebSearch lets you search popular websites for people in your file
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.
Search and replace various record types (names, places, media filenames, etc)
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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Publish Page	RootsMagic Essentials 9	RootsMagic Full Version
Print reports to screen or printer
Publish large format charts to printer or file
Share your data with FamilySearch (optional)
Upload or download an Ancestry tree
Share your data with Ancestry (optional)
Publish your family online at MyRootsMagic.com
Create your own HTML website
Print to any printer connected to your computer
Customize headers, footers, margins, and fonts for any printout
Save reports to PDF (Acrobat)
Save reports directly to your word processor (.DOCX)
Save list reports directly to your spreadsheet (.XLSX)
Print color coding in pedigree charts, group sheets, charts, narrative reports, and more
Include pictures in reports saved to .DOCX
Include indexing in reports saved to .DOCX
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Settings Page	RootsMagic Essentials 9	RootsMagic Full Version
Easily view and modify settings from one location
Settings for program, folders, general, display, preparer, WebHints, and LDS
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Easy to Learn and Use	RootsMagic Essentials 9	RootsMagic Full Version
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
Online help with video
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Organize Your Information	RootsMagic Essentials 9	RootsMagic Full Version
Open databases in separate windows to support multiple monitors
Alternate names in lists makes it easy to find a person by their other names
Display relationships to root person in info panel
Drag and drop people between databases
Automatically link dragged people into the other database
Named Groups of People lets you create groups you can use in reports or other areas
WebTags let you add links to websites attached to people, sources, places, etc.
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Editing	RootsMagic Essentials 9	RootsMagic Full Version
Add unlimited people, facts/events, notes, sources, and more
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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Report Types	RootsMagic Essentials 9	RootsMagic Full Version
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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Spectacular Large Format (Wall) Charts	RootsMagic Essentials 9	RootsMagic Full Version
Fan Charts in any orientation (top to bottom, left to right, etc)
Ancestor Wall Charts in any orientation (left to right, bottom to top, etc)
Descendant Wall Charts in any orientation (top to bottom, left to right, etc)
Hourglass Charts (combined ancestors and descendants) in any orientation (top to bottom, left to right, etc)
Add a background image or color
Print charts up to 100 feet wide
Export charts to PDF or SVG files
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Notes - Telling the Story	RootsMagic Essentials 9	RootsMagic Full Version
Add notes and stories/notes to any fact, person, couple (family), or shared role, place, place details
Notes print in narratives, group sheets, and other reports
Print your documentation (notes and sources) in your reports, summaries, and forms
Note formatting (bold, italics, underlining)
Add private notes that you can suppress from printing or exporting
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Tools	RootsMagic Essentials 9	RootsMagic Full Version
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 and select by that name
Color coding to highlight groups of people's names in color 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
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Merge Features	RootsMagic Essentials 9	RootsMagic Full Version
Powerful merge capabilities
Prioritized merge list
Color-coded record comparisons makes it easy to spot differences
Mark possible duplicates as "not a match"
SmartMerge automatically handles the "obvious" duplicates
ShareMerge helps when collaborating with other RootsMagic users
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Compatibility	RootsMagic Essentials 9	RootsMagic Full Version
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
Ancestry Tree Import
FamilySearch Family Tree import
Full LDS support. LDS support can be turned on or off
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Ancestry Support	RootsMagic Essentials 9	RootsMagic Full Version
Upload RootsMagic data to an Ancestry tree
Download an Ancestry tree (including all media) to a new RootsMagic file
Share data back and forth between RootsMagic and Ancestry
View and accept Ancestry hints for people in your RootsMagic file
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FamilySearch Support	RootsMagic Essentials 9	RootsMagic Full Version
Download data from FamilySearch
Share data back and forth with FamilySearch
Share notes, sources, ordinances, events, and people with FamilySearch
View, add and edit discussions on FamilySearch
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