GenSmarts Genealogy Software
GenSmarts Version 2 Tour
You can read the highlights below for more information on some of the new features available in Version 2. See
our Version 2 upgrade page for more information on how to get Version 2.
RootsMagic 5 Support
For a full list of software supported, click here.
FTM 2008-2012 Support
For a full list of software supported, click here.
New Data Cleanup Reports
Want to print a list of all the counties that GenSmarts looked up for you? Now you can! In addition, there are also separate reports for other data cleanup items such as under-documented recent events and possible misspellings.
New Report File Save Options
Would you prefer to generate a word document or a PDF file instead of printing on paper? Now you can! All reports now support these “save as file” options.
Source/Citation Analysis and Auditing
Wish GenSmarts would point out when a suggestion is for a source you don’t have or perhaps not even make a suggestion for something you do have? GenSmarts Version 2 reads your citations and sources data and attempts to do just that. At Version 2 launch, we’ve included some basic rules for interpreting sources, but also have a tool in the works that will allow you to add your own rules (or fine tune ours to better fit your citation style). Given the wide variety of documentation styles, it’ll probably never be 100% accurate, but a big improvement, nonetheless.
Partial File Analysis
Wish GenSmarts would only give you suggestions for a part of your file, rather than the whole thing? Version 2 can do that. You can specify what people or lines you want suggestions for. This reduces the load time for larger files as well as the number of suggestions you have to deal with. You’ll find the tool to create these specifications off the top line menu – TOOLS… ANALYZE ONLY PART OF A FILE…
User Selectable Type Fonts
Tired of looking at small fixed width typefaces on the To Do list tab? Wish the To Do List and Explanation text were bigger or were something other than fixed pitch? Have it your way with Version 2! You’ll find a new VIEW option in the top line menu that has a TEXT SIZE option, much like you may have noticed on your internet browser. For even finer control, there’s a new panel in the TOOLS…SETTINGS… dialog called COLORS/FONTS that will let you choose any font and size you like.
One Click Print
Just want a quick print out of the suggestion you’re looking at? Version 2 can do that in one click with a new little printer button that sits in the upper left hand corner of the Explanation box. You’ll find a similar “one click print” button over on the data cleanup tab as well.
Data Color Coding
Do you find it easier to read genealogy data when surnames are bolded or in all caps? Like to see place names in italics? Want your dates underlined? Knock yourself out with Version 2! That new COLORS/FONTS tab in the TOOLS…SETTINGS…. dialog lets you control colors and styles by the individual elements (people, places, dates, etc.) of your genealogy data. Do you use “by person/line” color coding in your record keeping software? We hope to be able to pick that up over time as well. At Version 2 launch GenSmarts will pick up “by person/line” color coding from RootsMagic files, and we hope to add others in the future.
New Screen "slider"
When you’re using GenSmarts are there times when you wish you could see To Do’s on the screen and less of the EXPLANATION text? Or just the opposite – do you want more Explanation text on the screen and less of the To List? Version 2 has a little “slider” bar that sits between these to parts of the To Do list that lets you do either. You’ll see the cursor change when you move over it – just press the left mouse button to “grab” it and you’ll see that you can now slide the division between the top (To Do List) and bottom (Explanation) portions of this tab.
Do you ever wish you could get a copy of some of GenSmarts data into an Excel spreadsheet? Are you a power user who likes to create you own custom reports? Version 2 lets you export any of the data that sits behind the GenSmarts reports into Excel or MS Access format.
Add A Comment
Want to attach a comment to a to do list suggestion? You’ll find a new place to do just that – it sits between the To Do list and the Explanation text. It’s simple to use – when you’re looking at a suggestion, you simply type anything you want in the comment field. It’s automatically saved and will reappear whenever you look at that suggestion again.
Date Stamped Suggestions
Ever wish GenSmarts would track the date you marked a suggestion? Would you like to occasionally review suggestions that you marked in the last week, or rather suggestions that you marked more than a year ago? GenSmarts now records the date you comment or mark a suggestion and the new advanced filtering has criteria that will let you select suggestions based on the date they were marked.
Easier To User Filtering
As a new user, did you find GenSmarts suggestion filtering a bit confusing? The default view (as in TOOLS…VIEW….) in Version 2 features a simple drop down box immediately above the To Do list where you’ll find several wizards/templates to guide you through the popular ways users like to filter – show me suggestions for a specific person, library, etc. Filters you’ve used recently are also kept in the list so they can be easily reapplied. To further simplify the default view, the sort checkboxes have also been replaced with a drop down list (featuring a new Sort By Record Type). And you may notice that the <= SEARCH input box is gone completely. Not to worry – use the top line menu TOOLS…VIEW… and switch to the ADVANCED view to get your <=SEARCH input box back. We expect most existing users will want to use this ADVANCED view, but we think it’s a bit much for new users, based on the feedback we got from Version 1.
Sticky Filters and Bookmarks
When you run GenSmarts, do you wish it would pick up where you left off from your last run – same filtering, same search criteria, same window size, and looking at the same suggestion? Version 2 now has “sticky” filtering that doesn’t get reset when you close GenSmarts. It also notes a “bookmark” on the suggestion you were looking at and repositions to that point on your next run.
Do you find yourself wanting more filtering options? In the new filtering drop down list mentioned above, you’ll find an ADVANCED filtering option that has a whole page of options and selections that let you build much more complex filters if you’re up to it. It’s also the home base for editing and saving any filters you’ve created or used recently.
Ever have situations where you just don’t think GenSmarts basic research status marks (Found, Not Found, Plan to Search, etc.) fit the bill? Version 2 lets you add up to 9 additional marks of your own design. Make up your own mark name and pick an icon for it – it will show up as a button right along side GenSmarts basic marks and be added as selection criteria in the filter wizards. We’ve added one custom mark example to get you started – something called Revist Later, which you can use to mark things that have an undetermined or intermediate status and you want to periodically revisit them (perhaps it’s for a website whose content isn’t complete yet, or a site that’s down temporarily). If you want to get fancy, you could even use Advanced Filtering to show you all the suggestions that have a Revisit Later mark placed more than a month ago… so you can go “revisit” those suggestions!
"Web" based formatting
A key change in Version 2 that enabled the choice of colors and fonts was that the Explanation text is now a web page (HTML for those of you that understand that sort of thing) and offers lots more formatting capabilities than Version 1’s simple text box. Ever consider why it’s called the “web” anyway - it’s because of all the linking between pages. So… you’ll find some linking in Version 2’s Explanation text as well. Move your cursor over a US county that shows up in your explanation and you’ll be in for a nice little hidden feature. We’ll do more with these kind of capabilities down the road.
Every wonder why GenSmarts is off on a birth place location estimate when the location for an infant baptism is known? It’s because Version 1 only imported Births, Marriage, Death, and Census events/facts/tags. No sources imported, no citations imported, no baptism events, no resided events, etc. Were you someone who documented your census finds as sources rather than proper events? GenSmarts won’t see them. Version 2 changes all that by importing many more events/facts/tags, as well as having the capability of “asserting” events from your sources (such as a census event meaning that you found that person on a census). As with any artificial intelligence application, the more facts you give it, the smarter it gets – so the result is better suggestions.