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Contact Management Basics
Contact Management Basics

Creating and organizing your industry network

Updated over a week ago

Introduction

In the board game industry, your network is one of your most valuable assets. Whether you're connecting with manufacturers, publishers, artists, or fellow designers, Boardssey's Contact Management system helps you build and maintain these crucial relationships.

This guide will walk you through creating, organizing, and leveraging your industry network effectively.

Getting Started with Contacts

Accessing the Contact Manager

  1. Navigate to the main menu and click on "Contacts"

    Click on Contacts
  2. View your complete contact database

    Click on All…
  3. Your contacts will be displayed in an organized list, ready for management and filtering

Adding Your First Contact

To add a new industry connection:

  1. Click the "Add Contact" button in the top right corner

    Click on Add Contact
  2. A new contact form will open with fields for essential information

  3. Select the appropriate category for your contact (e.g., Manufacturer, Publisher, Game Designer)

    Click on Add new contact Add a new contact to your list. Category   valuesData:artDirector, 1 of 32. 32 results available. Use Up and Down to choose options, press Enter to select the currently focused option, press Escape to exit the menu, press Tab to select the option and exit…
  4. Fill in the contact details:

    • Name

    • Email address

    • Phone number

    • Company

    • Website

    • Additional notes

    Click on option Manufacturer, selected.Select is focused ,type to refine list, press Down to open the menu, press left to focus selected values
  5. Click "Save Contact" to add them to your database

    Click on Save Contact

Organizing Your Network

Contact Categories

Boardssey offers pre-defined categories designed specifically for the board game industry:

  • Manufacturers: For production partners and factories

  • Publishers: Companies that might publish your games

  • Art Directors: Visual design leaders

  • Illustrators: Artists who create game artwork

  • Cultural Consultants: Experts who provide cultural authenticity

  • Game Designers: Fellow creators in the industry

  • Playtesters: Regular testers for your games

  • Distributors: Companies that help get your games to market

  • Retailers: Stores that sell board games

  • Convention Organizers: People who run industry events

Each category helps you quickly filter and find the right contacts when you need them.

Detailed Notes

Add context to your relationships with comprehensive notes about:

  • Past interactions

  • Meeting notes

  • Project history

  • Follow-up reminders

  • Personal details to help build rapport

Managing Your Contacts

Editing Contact Information

To update a contact's details:

  1. Locate the contact in your list

  2. Click the dropdown trigger (three dots icon) next to their name

    Click on dropdown trigger
  3. Select "Edit Contact" from the menu

    Click on Edit Contact
  4. Make your changes in the edit form

  5. Save your updates

Removing Contacts

If you need to remove a contact:

  1. Open the dropdown menu for the contact

    Click on dropdown trigger
  2. Select "Delete"

    Click on Delete
  3. Confirm the deletion when prompted

Collaboration Features

Team Member Access

One of the most powerful aspects of Boardssey's contact management is the ability to share industry connections with your team:

  1. Shared Database: All contacts are accessible to team members based on their permission level

  2. Relationship Transparency: Everyone can see the history and context of important industry relationships

Inviting Contacts to Your Team

Turn key contacts into collaborators directly:

  1. Find the contact you want to invite

    Click on dropdown trigger
  2. Click "Invite as team member"

    Click on Invite as team member
  3. Select the appropriate role:

    • Member: For regular team collaborators

    • Cultural Consultant: For specialized expertise

    • Other roles as needed

    Click on Member
  4. The system will send them an invitation to join your Boardssey team

Best Practices for Contact Management

Regular Maintenance

  • Update Information: Set a quarterly reminder to review and update contact details

  • Add Context Notes: After significant interactions, add brief notes about what was discussed

Privacy Considerations

  • Respect Confidentiality: Only share contact information with your team, not externally

  • Permission-Based Sharing: Get permission before connecting contacts with each other

  • Data Security: Treat contact information as confidential and secure

Conclusion

A well-maintained contact database is essential for navigating the board game industry effectively. By consistently updating your network information and leveraging Boardssey's organizational tools, you'll build stronger relationships that can help your games reach their full potential.

Remember that successful networking isn't just about collecting contacts—it's about nurturing meaningful professional relationships over time.

Use these tools to keep track of the human elements that make your industry connections valuable, not just their basic information.

Start building your network today, and watch how it enhances every aspect of your game development journey.

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