Tips

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Revision as of 11:19, 14 August 2007 by Becky (talk | contribs) ( Inviting People)
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Cycles

You have the ability to merge people within your tree by matching email addresses. To do this, you'll first need to enter an email address for one entry on the tree. If the person does not have email or is deceased, you can use a fake email address. Don't forget to demark the 'invite' checkbox!

Next, enter the second entry for the person, and use the same email address you already used. Don't forget to demark the 'invite' checkbox here as well.

The system will ask you to confirm that this is the same person, and just click "Yes."

If the person is already entered twice on the tree, you'll first need to delete one of those entries, and re-add them. Be careful when deleting the entry, as any information you have entered in that profile will be removed once you have deleted the profile.

If the person was marked as deceased before you can mark him/her as living so you can enter the e-mail address. Once the merge is completed, you can delete the e-mail address and mark the person in question as deceased again.

Find other Geni users searching for the same surname:

See the list of surnames

How people are using the Family Friend feature:

To be added later.

Video Tutorials

How to Get Started on Geni.com (YouTube video)

How to Upload Photos on Geni.com (YouTube video)

Long URLs

I have very long hyperlink that ends up getting broken at the '-' character in the About Me box. Also I believe it does this in the Comments area. I do like that you have made http:// come out as hyperlinks automatically, but when linking to a map like this, it will just end up confusing someone that comes across it and clicks on it. Also, a secondary annoyance about this is that these long hyperlinks don't word wrap inside the about me box, and "bleeds" through to the right hand margin and generally looks kind of bad.

long URLs like this can be problematic. You may want to try something like http://tinyurl.com/.

How do I change my password?

We will ask you to create a permanent password the first time you login. After that, you can change your password at any time on the Settings page.

Inviting People

You can invite people in your tree by adding their e-mail address either to their node on your family tree, to their profile page, or their edit profile page. Users who are under 13 years of age, marked as deceased, or who have been marked as having no e-mail cannot be invited until these issues are resolved. There will not be an invite option available for a profile that is already claimed.

note: It is a good idea to send the person a personal message from your regular e-mail before sending the official invitation through Geni, especially when the invitation is for someone who isn't a native English speaker. Sending an advance e-mail can serve several purposes: 1. they will know the invitation it isn't random spam when it comes in 2. you can warn them not to visit the site without the login information (This prevents them from putting their e-mail into a "new tree" which could block them from being added to the existing tree with that address.) 3. if the person is sensitive about privacy issues, you can let them know about the options to hide/show information and adjust their own settings 4. they will know that a real person whom they know is already involved and will be more likely to get involved themselves 5. they can ask you to not include information on their profile or indicate that they are not interested in joining so that you can make a note of that in their profile and change their settings so others won't upset them with repeated invitations.

To invite someone while in "tree view": Look at the individual's node in the tree. If they don't have a node, add it in the appropriate place. If the nodes are "flipping", you will need to stop them. You can go to the bottom of the page and select "preferences" from the tabs and make sure the box next to "flip nodes" is unchecked (empty). There should be a white box that says "enter email". If you don't see a white box, try moving the slider on the left hand side of the page up to enlarge the nodes. If that doesn't work, go to the "preferences" tab and make sure the box next to "show email prompt" is checked. Click on the box to enter the address. It should change to include a cancel button, a check box marked "invite", and a save button. Type or copy/paste their e-mail address into the box on thier node. The box next to "invite" should have a check mark in it before you click on "save". The invitation is sent as soon as you click on "save". From tree view, you can also click on the "edit info" link on a person's node which opens up a small window with minimal information on it. You can type or copy/paste an e-mail address in the line there. Activating the field by typing or pasting into it will cause a check box that says "invite to join my family tree" to appear (should be already checked). When you click on the "save" button at the bottom of the window, an invitation will be sent.

To invite someone new from their profile page: You can get to a person's profile page if they are already listed in your tree by clicking on their name anywhere it appears. If they are not the only person who has that name in your tree, make sure you have the correct listing. If the person is eligible or available to have an e-mail added, there should be a gray box beside their picture field on thier profile. You can type or copy/paste their e-mail address into the "enter (his/her)email" field or add them from your Yahoo, hotmail, Gmail, or AOL address book if you have one by using the link and following the instructions on the pop-up window. Click on "Invite" after the address is entered. If someone has indicated that the person is deceased or doesn't have e-mail, The gray box will not appear on their profile page. You can still invite them by changing that information. Click on the "edit profile" button and remove the check mark from the "this person does not have email" box or changing the indicator from "Deceased" to "Living" on the editing page. You can then proceed with entering the email and inviting from the edit page or go back to the profile page and proceed.

How do I print the entire tree

I find that it's easier, and much more appropriate, to print a custom version for each person using them as the tree root. I chose a few key people from each path and made them the root of the tree by 'View Tree' on their profile. I printed from there. Do this a few times and you end up with very personalized printouts. It works best because most people think of their relatives from their perspective, using themselves as the root.

Trivia

If you right-click on the tree page after logging in you can see the current Geni.com tree build number, such as 'Geni 0.9.09 803d'.

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