Thanks to all the people who have made good suggestions about how to store data about correspondents in TMG. I now have a related question: For e-mail correspondents, I obviously need to be able to store the correspondent's e-mail address. How do I create a Place Style within TMG with a field for E-mail Address (and maybe other fields, such as Mobile Phone)? What I am trying to do, for a correspondent who is not otherwise in my tree, is to add an unrelated person, and to add an Address tag for that person and use that to store all the address information that I know about the person (typically a street address, one or more phone numbers, and an e-mail address). I will then enter their ID in the Informant field of each Source that they have contributed. It would also be useful to store the date I last corresponded with this person. Is that possible too? How? Many thanks - Rowan
At 2/12/2019 7:23 PM, Rowan Sylvester-Bradley wrote: >Thanks to all the people who have made good suggestions about how to >store data about correspondents in TMG. I now have a related question: > >For e-mail correspondents, I obviously need to be able to store the >correspondent's e-mail address. How do I create a Place Style within TMG > >with a field for E-mail Address (and maybe other fields, such as Mobile >Phone)? > Those seem to be fields suited to a SOURCE. I don't recall if "E-Mail Message" is a built-in source type, or something I created, but the source data has fields for: Author, Recipient, Date, Address, Author E-mail
Rowan wrote: > Thanks to all the people who have made good suggestions > about how to store data about correspondents in TMG. You are most welcome, Rowan. > For e-mail correspondents... How do I create a Place Style > within TMG with a field for E-mail Address... You can record the email address in two different areas in TMG: in a Source Element field of the correspondance source record, or as an Address Tag for the correspondent Person in the project. If this correspondent is a Source, as you noted you can enter their ID in the "Informant" Source Element field of the source. That works because "Informant" is an alias for the "Author" Source Element, which is one of the five special "People" source elements that accept IDs. The Source Element "Informant Address" is an alias of the "Location" Source Element, so the email could be entered in that field. Note that the Source Element "Second Person" has an alias of "Recipient" which could be used in a Source record with an ID for who originally received the correspondance. I use this when the correspondance is between two people where neither is me, but I obtained either a copy or the original of that correspondance. Likewise there is a matching Source Element "Recipient Address" where the recipient's email could be entered. My example of custom general-purpose Correspondence Source Type with both Author and Recipient and their Address fields is described in my book here: https://www.mjh-nm.net/SRCTMPLS.HTML#Correspondence However if you wish to (also?) use an Address tag for a correspondant who is in the project, that data can be useful. I have two customized tag types in the Address tag group: Address and ResidedAddress. I enter a separate tag with a date or date range for each address or email. I use Address for a current address or email where the Date is the last known valid. I use ResidedAddress for an "old" address, where the Date is a Date Range when it was valid. By simply changing the Tag Type and entering a Date Range, an Address tag can easily become a ResidedAddress tag when the address become invalid. I defined separate "Roles" for whether the tag is recording a mailing/residence address, versus an email address. When using the Email Role I prefer entering the email in the Memo field of the tag, rather than including email addresses in the Master Place List. Further I choose to use TMG's Sensitivity Braces '{}' around the address as I usually consider email addresses sensitive. The sentence templates of my two tag types are defined here: https://www.mjh-nm.net/SENTENCE.HTML#AddressSentences https://www.mjh-nm.net/SENTENCE.HTML#ResidenceSentences > It would also be useful to store the date I last corresponded > with this person. Is that possible too? How? I can think of two ways: First if every correspondance is entered as a Source record, that Source could/should have a Date and you could identify the last. Second, one could define a custom tag type, maybe named "Contacted". You could enter and date every occurance of correspondance, possibly including some comments in the memo of the nature of the correspondance. Since dated, the last is clear. Or simply maintain a single such tag type and update the date upon the most current correspondance. I would define this tag as a separate custom tag type so that in TMG reports or SecondSite one could choose whether to include that tag type for others to see. Hope this gives you ideas, Michael
G'day Rowan I set up a new Custom Tag for Email. It has a sentence: [:CR:] [PP] Email address <[D]> was [M] In a report this shows as: John's Email address at 10 May 2018 was jjones@gmail The actual entry for the Email then just requires a Date and the Email address, which goes in the TMG's MEMO field. By having a Date, I keep track of people's most recent contact with me, though I don't record a change of date of a few days or even a month or so as that would get rather tedious. The main thing is that I can see my correspondents who haven't been in contact for a while. Then, if I send an email to a person and it "bounces", I use the Tag to show this by setting the Date and putting the word NOT: before that old email address, so I know then I need to try phone or real letter contact to discover the person's new email address. My Tag sentence in a Report would then show something like: John's Email address at 15 June 2018 was NOT: jjones@gmail.com I have a report to List Email addresses, as an Event: SORT FIELD TITLE LENGTH 1 Prin1 Surname (Selected) Surname 15 2 Prin1 Given (Selected) Given 20 Date - Year Year 4 Memo Email 40 Prin1 ID ID 6 It is easy enough to change the Sort Order for output so it lists them in Email Address order, with names as secondary. Hope this helps. *Bruce Fairhall* On 13/02/2019 6:23 am, Rowan Sylvester-Bradley wrote: > Thanks to all the people who have made good suggestions about how to > store data about correspondents in TMG. I now have a related question: > > For e-mail correspondents, I obviously need to be able to store the > correspondent's e-mail address. How do I create a Place Style within > TMG with a field for E-mail Address (and maybe other fields, such as > Mobile Phone)? > > What I am trying to do, for a correspondent who is not otherwise in my > tree, is to add an unrelated person, and to add an Address tag for > that person and use that to store all the address information that I > know about the person (typically a street address, one or more phone > numbers, and an e-mail address). I will then enter their ID in the > Informant field of each Source that they have contributed. It would > also be useful to store the date I last corresponded with this person. > Is that possible too? How? > > Many thanks - Rowan > > _______________________________________________ > Email preferences: http://bit.ly/rootswebpref > Unsubscribe https://lists.rootsweb.com/postorius/lists/tmg@rootsweb.com > Privacy Statement: https://ancstry.me/2JWBOdY Terms and Conditions: > https://ancstry.me/2HDBym9 > Rootsweb Blog: http://rootsweb.blog > RootsWeb is funded and supported by Ancestry.com and our loyal > RootsWeb community >