The following is useful information on the fields you will find in your contact records:
First name: Will automatically appear on the intro lines in your automated emails (i.e. Hi Bridget)
Last name
The + signs allow you to add several lines of information to the same contact (i.e. phone numbers, email, adresse) and each one has a "type" option (i.e. personal, professional, etc.)
Emails
Adresse
Always geo-localize your addresses from the Google Maps options: see here for more information).
You can assign several job site addresses to the same contact: here's how
You can link a "master" contact to another one (for invoicing or other purposes): see here for more detail.
Notes: take private notes regarding the job/client, seen only by resources who have access to the contact - for access see the guide: Managing user accounts and permissions
Company*: Add the name of the company (associates if applicable - the company name will appear under the first and last name of the contact in invoices and quote - see ex in point 9
Job title*: Title of company manager/contact person - this title will appear under the company name on invoices and quotations, e.i. see below.
Language: Select the preferred language for the contact. The contact will receive documents and messages in the selected language
Add label: Labels will help you classify your contacts if you want to sort them in particular ways, e.i. : commercial, residential. See how to manage label
Notification preferences: Choose the best way for you to communicate documents (invoice, quote, etc) with your clients. You can send communications by email, sms or both.
Invoice notification preferences: Activate or deactivate payment reminders. You can set the time in your settings, see: Automate invoice and/or quote reminders
Settings: Select when the client will be able to accept his quote and how long the offer is available.
Internal comments: Tag and write notes to your employees. Those notes are private and cannot be seen by the client
Add Custom field (PREMIUM): Use to full capacity of your documents by customizing them for your needs. See : Customize fields on work orders, invoices, quotes, contacts and jobs
Payment/quote reminder
In the customer area, at the bottom of the page, you can deactivate payment and/or quote acceptance reminders for a specific customer. See How to deactivate reminders for a given contact.