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Contacts in Boardeaser

  • Updated

In Boardeaser you can collect contact information for all the board's contacts and representatives. In addition to the basic information, there is also the option to attach files, such as CVs or employment contracts, and to add comments. Contacts that are often valuable to save can be, for example, auditors, administrators or management teams.

Add contacts

Click on "Contacts" in the left menu. Then click on "New Contact".

 
You can enter the contact's details on the following page and add photos and files, such as the person's CV. Click "Create Contact" to save.
 
 
If you go back to the first view of the contact book, you will see that the contact has been added to the list. To edit the contact, press the icon with three dots (···) on the right and select "Edit". In this view, you can also remove the contact.
 

Add imported contacts

It is possible to import many contacts at the same time. Click on the "Import Contacts" button.
 
Click on "Download contact template" to download the template. Open the template in Excel and fill in the relevant information. When finished, you can upload the file in the box below. Click on "Upload."