Work in Table view

Table view is the spreadsheet-style list: one row per contact, one column per field. It is what a database opens on, and it is where you edit values fastest — click a cell, type, move on. This page covers reading the table, sorting it, editing in it, and setting the columns up so what you need stays in front of you.

Before you start

Table is the default mode. If you are looking at a board instead, open the View chip and pick Table, or press ⌘1 / Ctrl+1.
On a phone held upright this view is a list of cards, not a table — the View menu even names the row Cards there. Sorting, searching and filtering all still apply; row height and rows-per-page have nothing to act on.

Steps

Switch to Table

In the toolbar above the list, click the View chip. Under the heading Mode, pick Table (⌘1 / Ctrl+1). Kanban (⌘2 / Ctrl+2) is the only other mode.

The View chip carries both the mode and the row height

Sort by a column

Click a column header. The menu opens with Sort ascending and Sort descending, and the one in force is highlighted.

Sorting is remembered in this browser until you change it.

Everything you can do to a column lives in its header menu

Edit a value without leaving the table

Click a cell and it becomes an editor where it sits.

↵ saves and drops to the cell below — this is how you work down a column
Tab saves and moves right, ⇧ Tab moves left
Esc cancels and puts the old value back. Esc never saves
Long text — remarks, notes — keeps ↵ as a new line and saves on ⌘ ↵ / Ctrl+↵

Animation

Click, type, press Enter — the editor drops to the next row

Keep the columns that matter frozen

Column header → Pin column. The column joins the frozen block on the left and stays put while everything else scrolls sideways. Unpin column puts it back.

Pinning does one more thing worth knowing: a pinned column is also promoted onto the contact’s card and drawer. They are one setting with two doors.

You can freeze three columns at once and Name is always one of them, so you have two to spend.

Get a column out of the way

Column header → Hide column. The field is still on every record and still in the contact’s drawer — it only stops taking up a column. You can still filter and search on it.

One consequence to remember: a hidden column is also left out of an export. See Export contacts to a spreadsheet.

Set the row height

View → under Density, pick Compact (⌘7), Cozy (⌘8 — the default) or Comfortable (⌘9). Use Ctrl instead of ⌘ on Windows.

Density is a table-only, desktop-only setting, which is why the section is missing on a phone. These three shortcuts work but are not listed in the in-app shortcuts dialog, so pressing ? will not remind you of them.

Choose how many rows per page

Bottom right of the table, the Rows: caption and the select beside it — 10, 20 (the default), 50 or 100. Your choice is remembered between sessions. On a narrower desktop the word Rows: drops away and the select reads 20 / page on its own.

The left-hand corner of the footer tells you where you are: 21–40 of 128 while you page through, or 3 of 128 selected once you tick something.

The footer: what you are looking at, which page, and how many per page

What you can do from a column header

Row	What it does	You will not see it without
Sort ascending / Sort descending	Orders the whole list by this column	—
Pin column / Unpin column	Freezes the column on the left, and promotes the field onto the card	the Views permission with update
Hide column	Removes the column, keeps the data	the Views permission with update
Edit field…	Changes the field itself — its name, its options — for the whole workspace	the Table Settings permission with update
Add column…	Adds another field to this database’s table	the Table Settings permission with update

On the Name column the pin row reads a plain Pinned and cannot be changed: hover it and it explains why — Name is always pinned — the record’s identity column. The hide row does the same, with Name is always shown — the record’s identity column.

Resizing columns

Drag the divider on the right edge of a header. There is also a grip on the right edge of the frozen block that scales every pinned column at once. Widths are remembered in this browser.

The right-hand rail

The last column is your row actions. Its header reads Actions when there is room for the word, and a pointer glyph when there is not. Beside it, a sliders button labelled Configure row actions opens Database Configuration on the actions list — you will not see that button unless your role has the Table Settings permission with update.

Working the list from the keyboard

Keys	What it does
/	Jump to the search field
↑ ↓	Move between rows — if the contact drawer is open it follows along
Space	Select or deselect the row you are on
↵	Open the contact you are on
C	Open that contact’s conversation

Opening the first contact and then walking down with ↑ ↓ is the fastest way to work a call list: the drawer refills with each person and you never go back to the table between calls. The full list is on Keyboard shortcuts.

What is remembered, and where

Remembered in this browser only	Saved on the database, for everyone
The sort, the row density, rows per page, column widths	Which columns show, and which are pinned

Signing into a different account in the same browser resets the browser-remembered settings to Raion Hub’s defaults rather than handing them the previous account’s.

When the list is grouped

Set Group by and each bucket becomes a collapsible full-width header row with a chevron, its label and its count. The label stays pinned at the left edge as you scroll sideways.

Grouped mode pages differently: the numbered pager and Rows: disappear, the footer reads 60 loaded, and each group fetches its own next rows as you reach the bottom of it. Grouping is covered in Find the contacts you need.

If something goes wrong

What you see	Why	What to do
A strip above the table reading 12 new leads · 3 leads updated with Refresh	Records changed while you were reading, and Raion Hub will not move rows under your cursor	Press Refresh — the rows stay on screen — or dismiss it and carry on slightly behind
Viewer access — read-only. above the table	Your role can read records but not change them	Ask a workspace owner for the Lead Table permission with update
Can’t pin more — the scrollable area would get too narrow. Unpin a column first.	Three columns are already frozen	Unpin one, then pin the new one
A pinned column scrolling anyway, marked not frozen here	The window is too narrow to freeze it here	Widen the window — it re-freezes by itself. Nothing was lost
No results found	A search is active and nothing matches	Clear the search box
No leads match filters	Filters are active and nothing matches	Press Clear Filters
No Density section in the View menu	You are on a phone, or on the board	Density only applies to a real table on a desktop
Hovering the View chip shows ⌘1/2/3, but ⌘3 does nothing	There are only two modes; that tooltip is out of date	Use ⌘1 for Table and ⌘2 for Kanban
A column you sorted seems to sort only part of the list	A few calculated columns can only be sorted over the rows already loaded	Filter the list down first, or sort by a stored field instead