Open and edit a contact
Everything Raion Hub holds about one person lives in a panel that opens over your list. This page covers opening it, editing a field, reading the activity trail — and the one thing that confuses everybody, which is why two people can look at the same contact and see different values.
Before you start
- Nothing to set up. Any member who can see the list can open a record and read it
- To change a field you need update permission on contacts, and you need to be an owner of that contact — or your workspace’s edit policy has to let you claim it first. Both are covered below
Steps
Open the record
Click anywhere on a contact’s row — the whole row is the target, not only the name. On a phone, tap the contact’s card. If you are working from the keyboard, press ↵ on the row you are on.
On a computer the panel docks to the right of your list. On a phone it rises from the bottom as a near-full-height sheet you can swipe down to dismiss.
There is no web address for a single contact. You cannot send a colleague a link to one person’s record — send them to the list and they open it from there.
The small column on the left edge is Close, Previous record and Next record
Move between contacts without closing it
Down the left edge of the panel is a short column of buttons. Top to bottom: Close (Esc), Previous record (↑) and Next record (↓). On a wide enough window there is also an expand button — Expand and then Collapse — which widens the panel to two columns of fields. On a narrow window that button is not there at all.
↑ and ↓ do exactly what the arrow keys do: the panel stays open and refills with the next person. For working a call list that is the whole trick — open the first contact and walk down with ↓, never returning to the table between calls.
The arrows are absent when there is no list to step through, which is what happens when you opened the record from a WhatsApp conversation.
Next record refills the panel in place — the list behind it never comes back into view
Find the field you want
The name is the first thing at the top, and it is editable in place. Around it is the pin grid: the handful of fields your database pins to the header. Company, Status and Priority are ordinary pinned fields rather than fixed header furniture, so what you see up there is whatever your workspace pinned. Only Name and Notes are never pinned.
Under that is a row of tabs, one per section of your fields. The tabs both jump and follow — press one to scroll to its section, or scroll the panel and watch the active tab keep up. At the end of the row are Activity with a count, and Notes. A field whose section no longer exists lands in a tab called Other.
A pinned field does not appear again inside its section, because it would then be on screen twice.
At the far right of the tab row is the owner: the avatars of whoever owns this contact, or an Unassigned chip.
Edit a field
Click the value. The editor opens in place, and committing saves immediately — there is no Save button on a record.
While an editor is open:
| Keys | What it does |
|---|---|
| ↵ | Save and move down |
| Tab | Save and move right |
| ⇧ Tab | Save and move left |
| ⌘ ↵ (Ctrl ↵ on Windows) | Save a multi-line field without leaving it |
| Esc | Cancel and put the old value back |
| ← → | Move the cursor inside the field |
An empty field you are allowed to edit shows a dashed chip: a + followed by the field’s own name, so an empty email field reads + Email. The + is the verb — there is no word “Add”.
Some fields never open an editor, on purpose. One kind is a field Raion Hub fills in and keeps up to date itself — the date a contact was added, for instance. The other is Owner, because ownership changes only through the assign action, so that assignment rules and the activity log cannot be bypassed. Source is the one field Raion Hub maintains that stays editable, because it is where the contact came from rather than something the system stamped.
A repeating field — one that holds several rows, like a list of viewings — is edited here and not in the table, where it shows as a passive chip. Removing one of its rows asks you to confirm, with This action cannot be undone. and a Delete button.
Read the activity trail
The count on the Activity tab is what has loaded, so it grows as you press Load more activity at the end of the list.
Filter activity narrows the list to three buckets, and you can tick any combination:
- People — a person did it.
- AI — the AI wrote it. It has its own bucket so you can audit it separately.
- System — the machine acting on its own: system writes, the follow-up sequence, and every logged message.
A bucket with nothing in it is unticked and unavailable, and you cannot untick the last live one — an empty filter is not a state.
Below the buckets, Group activity is on to begin with: a burst of edits by one person within three minutes shares a single row. Turn it off to see every change with its own time. Your choice is remembered in this browser.
Events are named for what they are — WhatsApp in, WhatsApp out, Call, Email in, Email out, Follow-up, Field updated, Status changed, Owner changed, File added, File removed — and an ownership change usually names itself instead: assigned, accepted, declined, withdrawn, reassigned or paused.
On a brand-new contact you get No activity yet and Interactions with this lead will appear here.
A bucket with no events is unticked and unavailable — the counts tell you why
Leave a note
Notes is the last tab: a text box with the placeholder Add notes about this lead…
Two things matter here:
- It saves when you click away, not as you type. Click outside the box before you close the panel.
- The note is yours. Under the box, permanently: Notes are private to you and not visible to the lead. Each owner of a contact keeps their own note.
Why a colleague sees different values on the same contact
Worth thirty seconds, because it explains most surprises on this screen.
Field values, files and notes are kept per owner. When two people own the same contact, each keeps their own copy of its values. The owner filter on the list decides whose copy is on screen — so you can be looking at a colleague’s copy of a contact you also own.
If you try to edit in that state, Raion Hub stops you rather than writing to the wrong copy. A window reads You’re viewing Priya Kaur’s values, with Your edit would save to your own copy, which this view doesn’t show. Press View as me, then make your edit.
When your edit is refused
Your workspace picks one edit policy, in Settings ▸ Workspace & team, on the Ownership mode row. There are two settings:
| Setting | The hint beside it | What happens when you edit a contact you do not own |
|---|---|---|
| Strict | Members can edit only the leads they own. | Refused. This binds every member, including a Workspace Owner |
| Claim | Members can claim a lead to co-own and edit it. | The editor still opens and keeps what you typed; committing asks you to claim the contact, then applies it |
In Claim mode you get a window headed This lead belongs to Priya Kaur — or This lead has no owner — explaining that editing a lead you do not own means claiming it first. Press Claim & edit: you become a co-owner, your edit goes through, and the claim is recorded in the contact’s activity. The checkbox Don’t ask again in this workspace for 8 hours hides the window, never the claim. Every claim is still logged.
In Strict mode the same heading appears, and a To edit this lead block tells you your way out — assign the contact to yourself, if your role can assign, or ask your workspace owner to assign it to you or to switch the workspace to Claim mode. There is an Assign lead button when you can assign one, and otherwise only Close.
Two fields escape the ownership lock either way: Source, which is workspace-wide, and the outbound toggle.
Acting on a contact
The row of action buttons on a record comes from your workspace’s own setup, in Database Configuration, so it differs from workspace to workspace. The set Raion Hub ships with is WhatsApp, Call, Conversation, Request phone number, Send WhatsApp, Outbound, Email, Assign, and — behind a divider, as the destructive pair — Archive and Delete.
Assign opens a window headed Assign owner. Pick the member or members — the button counts them, reading Assign (1), and stays unavailable until you have picked at least one. If you own the contact already there is also a Keep me as an owner switch: on, you co-own it with them; off, it is a hand-off and you are removed once it is assigned. Fields to transfer lists every transferable field with all of them ticked, and you can take any out. Then press Assign.
A contact with no phone number blocks the phone-dependent buttons and says why on the button itself — No phone number or WhatsApp contact yet, or This contact hasn’t shared their phone number on Call for someone reachable on WhatsApp only. Conversation still works, because the thread is keyed on the WhatsApp identity rather than on a number. In the list, that contact’s phone column shows the number if there is one, otherwise the username, otherwise the words No number.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| The action buttons are missing from the record | You are not an owner and do not hold cross-owner rights — or the contact is waiting for you to accept it | Accept it if it is pending (see below), or ask an owner to assign it to you |
| Clicking a value does nothing | The field is display-only — something Raion Hub computes, or Owner — or your access is read-only | Change the owner with Assign. A read-only member sees the strip Viewer access — read-only. across the top of the list |
| This lead belongs to Priya Kaur | You do not own it, and the workspace’s Ownership mode governs what happens next | Claim & edit in Claim mode; in Strict mode get it assigned to you |
| You’re viewing Priya Kaur’s values | The owner filter is showing someone else’s copy of a contact you also own | Press View as me, then edit |
| Your note is not there when you come back | Notes save when you click away, and you closed the panel straight from the box | Click outside the box first, then close the panel |
| This lead is pending your response | The contact is assigned to you but not yet accepted, so its fields are locked | Accept it — see Accept or reject a contact assigned to you |
| A pill reading Owner-private above the list | The workspace is set to Owner-private, so you see only contacts you own plus any awaiting your acceptance | Nothing to fix. A Workspace Owner can change it in Settings ▸ Workspace & team |
| No ↑ or ↓ buttons on the panel | You opened the record from a conversation, so there is no list to step through | Open it from the contact list instead |
| No expand button | The window is too narrow for the two-column layout | Widen the window |