Category
The category in which the person is created. If you selected a category before clicking "Add" then this field is already filled in. Since categories are optional, this can also be "All people".

Alternatively, without entering anything, press the down-arrow key or click on the button on the right to display the category tree.

No.
Every person gets an automatically generated number. This number can also be entered / overridden manually.

In the category you can configure a sequence number that is used for all people that are created in this category. If no sequence number is set in the category, a default sequence number is used.

Refresh: With this button you can replace the value with the current sequence number.

Manage: With this button you can manage the sequence numbers.

Title
The title of the person (Mr., Mrs., etc.). You can choose from a list or enter a new title.

Manage: With this button you can manage your titles. For each title you can also define a letter salutation (e.g. "Dear Mr.") which you can use in order documents and in Send mail.

First name
First name of the person. If the person is a company you can leave this field empty.

Last name
Last name of the person. If the person is a company you can leave this field empty.

Company
Name of the company.

Please note: First name, last name an company are optional fields but at least one of those three has to be filled.

Position
Position of the person within the company (e.g. "CEO").

Department
The department of the company, where the person works (e.g. "Sales").

Industry / Profession
Which industry the person / company operates in. For e.g. freelancers you can also just enter a profession ("web design").

Inactive
You can set a person inactive. They are grayed out in the People table and not listed anywhere else. You can also filter by active people.

Contact data

Under "Contact data" you can enter ways to contact the person, like e.g. e-mail addresses, phone numbers, website urls, Skype id, etc.

Type
Choose the type of contact: E-Mail, Phone, etc.

Purpose
Choose between Work, Private, Reception or Invoice.

Address
Enter the contact address (e.g. the e-mail address or phone number) in this field.

Contact information that is displayed in the table is linked to external applications. A click on the e-mail icon opens the mail application, a click on the phone icon opens a phone application (if installed) and a click on the address icon opens Google Maps in a new browser tab.

By clicking on the e-mail address or phone number directly (on the text), it gets selected so you can copy it to the clipboard with Ctrl+C.

Addresses

Enter as many postal addresses as you like.

Type
The type of the address: Main, invoice or delivery address. The main address is selected by default. In an invoice the invoice address is preferred (and pre-filled) over the other addresses.

Address
Enter street, house number and other information like P.O. box if needed.

Zip
The zip code of the address.

Location
Location / city of the address.

Country
The country of the address which you can choose from a long list.

Images

Here you can add one or multiple images for the person, which can then be viewed or downloaded any time. The first image is displayed as a thumbnail in the overview table in the first column, with mouse over.

Note: Images are simply attachments and are displayed here as well as under Attachments.

More

Bank connection (expandable/collapsible)
Here you can enter the IBAN (International Bank Account Number), BIC (Business Identifier Code) and/or free text for the bank connection of the person.

Org chart (expandable/collapsible)
Here you can enter information about the person's position in an organizational hierarchy, e.g. in your company. Using the field "Superior" you can generate the entire hierarchy of the organization, using a graphical org chart under Reports. In the field "Alternative name" you can display a different name in the org chart, otherwise it shows the first and last name of the person. Furthermore, you can select a color for the card in the org chart (white by default).

Language
The language of this person. This is considered e.g. in invoices.

Date of birth
The person's date of birth.

UID (VAT no.)
The UID ("Unternehmens-Identifikationsnummer") of the company, if applicable.

Discount %
Here you can enter a discount percentage for this person. The discount is applied to the grand total of order documents like offers, invoices, etc. when selecting the customer. A discount can also be entered in a Category instead, and the people in that category will inherit the discount.

Custom fields: Here you can define your own fields. See Custom fields.

This is a PRO feature (not available in the free version).

Notes: You can enter arbitrary notes here.

Attachments: You can attach one or multiple files here. See Attachments.