Add a database

Build a second, named view over the contacts you already have — a Customers board, a Landlords list — with its own rule for who belongs in it and its own columns. Takes about five minutes.

Before you start

Creating a database needs the Views permission with create. The + in the sidebar is there for everyone, but without that grant it opens Database Configuration without the create form — ask a workspace owner if that is what happens to you.
Have a rough idea of the rule: which of your existing contacts belong in this database. You can leave it empty for now and set it later.

Steps

Open the create form

In the sidebar, hover the group header Database. A + appears at its right edge — its label is Add database. On a touchscreen it is always visible. Click it.

Hover the Database group header to reveal Add database

Database Configuration opens with the New database panel already on screen, so there is no detour.

The longer way round, if you are already inside a database: the Tools chip → Database Config → then the Add database chip in the row across the top of the window.

Name it

Type into Database name. Press ↵ to submit, or Esc to back out.

The name is used in more places than the sidebar. The create button in the top bar becomes Add plus the singular of your name — a database called Customers gives you Add Customer. Raion Hub works the singular out from what you typed, so an unusual name can come out oddly; it is still your workspace’s own word rather than a generic “Lead”.

Database Configuration → New database

Pick an icon

Under Icon, type into the search box — Search icons — try ‘ai’, ‘deal’, ‘appointment’ — and the grid below narrows as you type. The line under the grid keeps count: 3 matches, or No matches — try different keywords. when nothing hits. Click an icon and its cell tints.

The icon is decoration only. It appears on the sidebar row, on the chip inside Database Configuration, and on the mobile switcher. Skip this step and the database gets a bookmark.

Decide who belongs in it

Under Show records where, click the pill that reads Field, pick a field, and set the condition. Everything you add here has to be true for a contact to appear in this database.

Leave it completely empty and the database contains every contact in the workspace — which is a perfectly reasonable thing to want.

This is the same builder as the toolbar’s filter panel, down to the operators, so Find the contacts you need explains every one of them.

Show records where — the rule that decides who is in this database

Create it

Click Add database. You cannot click it until the name field has something in it.

The database is created straight away — name, icon and rule together. The chip row at the top jumps to your new database, and a new row appears in the sidebar under Leads. Close the window and you are standing in it.

Add its columns

A brand-new database starts blank. Its only column is Name, which is always there and always pinned. It does not inherit the columns from Leads.

To add the rest, click a column header in the new database’s table and pick Add column… — you will not see that row unless your role has the Table Settings permission with update.

The same fields are listed inside Database Configuration: click this database’s own chip in the row across the top of the window to reach its field list, or the Library chip beside it for the workspace-wide list of every field you have.

A new database starts with Name only — add the columns you need

What each part of the form does

Part	What it does
Database name	Names the sidebar row, the create button (Add Customer) and the database’s empty-state wording
Icon	Decoration — the sidebar row, the configuration chip, the mobile switcher
Show records where	The membership rule. Conditions in one group all have to be true; a second group means “or this set instead”
Columns (this Tab)	A read-only note, not a control. Which columns this database shows is edited from its own field list

Good to know

Everything else inside Database Configuration is held until you press Save changes — the footer tells you All changes saved or Unsaved changes, with the reminder Changes are saved together when you hit Save. Creating a database is the one exception: Add database saves immediately.
Databases are visible to the whole workspace. There is no per-database sharing to set up.
At most three columns can be frozen in any one database, and Name is always one of them — see Work in Table view.
Renaming and re-icon-ing a database later is the same panel, titled Edit database instead.

If something goes wrong

What you see	Why	What to do
Couldn’t create this Tab — try again. inside the panel	The server refused the request	Your name, icon and conditions are all still there — press Add database again
The sidebar + opens Database Configuration, but no create form	Your role does not have Views create	Ask a workspace owner to grant it
Clicking the active database’s chip does not open an edit form, and no pencil shows	Renaming, re-icon-ing and re-ruling need Views update	Ask a workspace owner to grant it
No Remove Tab button when you edit a database you built	Removing is a separate grant from renaming — it needs Views delete	Ask a workspace owner
The footer reads View only — you don’t have permission to change this configuration. and offers only Close	Your role cannot change any of this configuration	Ask a workspace owner
A warning dot and Unsaved Tab changes beside the rule	You changed the rule and have not saved it	Press Save database — or Add database if you are still creating it — before you leave
Editing Leads shows built-in and admin only, and no remove	The base database cannot be removed	Use Reset to default if you want its rule back the way it started