This page covers the mechanics of working with your Contacts list, adding people, editing their details, organizing by category, and removing contacts who are no longer relevant.
For the bigger-picture explanation of what Contacts is and isn't, see Contacts overview.
What this page helps you do
Add a new contact.
Pick the right category for them.
Edit, search, and filter your contacts list.
Promote a contact to a Boardssey teammate.
Remove a contact when you no longer need the record.
Open Contacts
In the sidebar, click Contacts. You'll see your full contact list, every person you've added, with their category, name, company, and last interaction.
If this is your first time, the list is empty and shows an Add contact button.
Add a contact
Click Add contact in the top right. A form opens with these fields:
Category (required), pick from the list (Publisher, Manufacturer, Artist, Game Designer, Editor, Illustrator, Cultural Consultant, etc.). This is what makes the list filterable later.
Name (required), first and last name.
Email: used to link them to email addresses on pitches and to optionally invite them to your team later.
Phone: optional.
Company: the studio, publisher, or organization they work for.
Website: optional URL.
Notes: free-form. Use this for what they're known for, what you've talked about, or any context you'll want later.
Click Save contact. The new contact appears in your list immediately.
Categories
The category picker is opinionated about the board game industry. Common ones:
Publishers: companies that might license your games.
Manufacturers: production partners, factories.
Distributors and Retailers, getting games to market.
Artists: Illustrators, Sculptors, visual creators.
Editors: Writers, Translators, text/language work.
Cultural Consultants: sensitivity and authenticity reviews.
Game Designers: fellow creators, co-designers.
Playtesters: frequent feedback givers.
Convention Organizers: Gen Con, Essen, etc.
Art Directors: Project Managers, production-side roles.
Use the category that matches their primary role with you. You can change it later if their relationship changes.
Edit a contact
Find the contact in your list. Click the row, or open the ⋯ menu and pick Edit. Update any fields and save.
For frequently-changing details (last interaction, current project), the Notes field is the right home, keep a running log there.
Search and filter
Above the list:
Search: type a name, company, or any text to filter.
Category filter: show only one category at a time.
Searches and filters apply live as you type.
Promote a contact to a Boardssey teammate
When a contact you've been working with externally starts collaborating closely (an artist comes onboard a game; an editor joins for a couple of months), you can invite them into your team workspace from the contact itself.
Open the contact.
Click the ⋯ menu and pick Invite as team member.
Pick a role (typically Collaborator for one-game work, Member for multi-game). See Roles explained if you're unsure.
Boardssey sends them an invite email using the address on their contact record.
Once they accept, they're a teammate. Their contact record stays in Contacts unchanged, those are two different things (a contact is a record; a teammate is an account-level relationship).
For more on the strategy of which role to pick, see Set yourself up for success: collaborator permissions.
Remove a contact
In the contact's row, open the ⋯ menu and pick Delete. Confirm.
What happens:
The contact is gone. There's no undo.
Any pitches that linked to this contact lose the link, and revert to the free-text version of the contact's name (so the historical record isn't destroyed).
If they were also a teammate, removing the contact does not remove them from the team. Those are independent.
Tips & common questions
Should I add every email I send to my contacts? No. Add people you'll talk to more than once or want to remember in the future. One-shot cold emails don't earn a contact record.
Can I sync contacts with my email or other tools? Not today. We're tracking CSV import on the roadmap; outbound integrations beyond that aren't planned in the near term.
Two of my teammates added the same person, now there are duplicates. Open both contact records, decide which has the better notes, and copy the useful details into the keeper. Delete the duplicate. We don't auto-merge.
What if a contact changes companies? Edit the contact and update Company. Their pitch history stays linked, which gives you a useful "we worked with them at Stonemaier and now they're at Asmodee" trail.
Why doesn't promoting a contact to a teammate happen automatically when I link them to a game? Linking a contact to a pitch is a record-keeping action. Inviting them to your team is a trust action, it gives them access to your work. They're deliberately separate.