Contact Information

Entering or Editing Contact Information

What Contact Information Can Be Recorded?
Spouses with Different Addresses
Searching For Contact Information
Capitalization
Copying and Pasting Contact Information

Working with Apple's Contacts Application

Visual Clues
Contact Information in Reports


Contacts Sidebar & List

Entering or Editing Contact Information

To enter or edit contact details for a person or family...

contact info
  1. Locate the person or couple for whom you'd like to enter contact info.
  2. From the menu at the top, choose Edit > Contact Info. This opens the Contact Information window (shown below) which includes three sections: one for the family address information, and one for each person (typically, husband and wife).
  3. Determine whether you want to enter a family address or just an address for an individual. Click on that button.
  4. Fill in the info you want to add. You can add other fields by clicking the Add Field button.
  5. Click the Close button.

Note: To see a list of contacts you have entered, click here.

Note: Contact information should not be confused with a residence. The correct way to record residence information (such as where ancestors lived or moved), is in a note or event field.

Note: If the Name field in the Contact Information window is empty, Reunion will automatically insert a name for the couple (or person) into the first line when the Contact Information window opens. This can easily be changed if alternate wording is preferred. (For example, to "Mr. and Mrs. Ed Smith.") The name in the Contact Information window and the names appearing in the family view are independent — changing one does not affect the other.
What Contact Information Can Be Recorded?

Contact information for each person and family includes...

By default, fields appear for Name, Address (3 lines), and Email. Up to 8 additional fields may be added for each record using the Add Field button.

Spouses with Different Addresses

If both partners share the same contact info, fill in the fields in the Family section of the Contact Information window. However, if each partner has different contact info, then enter details specifically in his or her section.

In addition, there may be instances where a couple share the same mailing address but have different email addresses. In this example, enter the mailing address in the Family section and then enter the email addresses in the separate sections for each spouse.

When everything is correct, click Close and Reunion will save any changes in the Contact Information window and Reunion will update the changed date for the contact info. The changed date appears in the lower-right corner of the Contact Information window, above the Close button.

Searching for Contact Information

The Find feature can search for text in contact information fields. The Advanced Find feature will do this too, and it will also search the changed date (for contact information). For example, to provide a list of contacts changed before or after any date. The contact information changed date can optionally appear in the List window.

Capitalization

(These buttons do not apply to the Web Page, Email fields, and the various social media fields.)

Copying and Pasting Contact Information

The Settings menu button in the Contact Information window has several functions...

When adding contact info for children (who have their own contact info), the contact info from the parents can be copied and then pasted into the children's Contact Information window, making it easy to duplicate an address from one person to another, or even from the family address to the individual address. The Copy All and Paste All commands will parse the contents of each field in the Contact Information window.

Working with Apple's Contacts Application

There are four ways to quickly bring addresses from Apple's Contacts application into Reunion. (These instructions apply to macOS 10.9 or newer.)

To move contact information from Reunion to Apple's Contacts application...

First, find the desired person or family in Reunion and choose Edit > Contact Info.

  1. Drag the little vCard icon (in the lower-right corner of Reunion's Contact Information window) and drop it on your Desktop.
  2. Drag the vCard icon from the Desktop into Contacts (you'll need to drag it into the list of names in Contacts). This will create a new record in Contacts.

or...

Drag the vCard icon from Reunion's Contact Information window and drop it onto the Contacts icon in the Dock.

Note: if you drag the vCard icon for a family into Contacts...

Visual Clues

The icon in the Contacts button in the Sidebar list indicates, at a glance, if the current family has any contact info entered. If so, the icon in the Sidebar list will appear "filled in."

Contact Information in Reports

The option to include/exclude contact info for people and families in reports appears as a check-box button in the various report layout windows.

The specific selection of contact info fields to be included (for each person/family) in a report, is specified in the Report Settings.