What changes on a phone

Raion Hub on a phone is the same Raion Hub as on a computer — the same data, the same addresses, the same account. There is no separate mobile product to buy, switch on or keep in sync.

What changes is the furniture. The sidebar becomes a bar along the bottom of the screen, dialogs rise from the bottom edge as sheets you can swipe away, and your contact list arrives as cards instead of a table. This page is the map of those differences, so that none of them reads as something broken.

Three ways to run it on a phone, all the same Raion Hub:

• The app from the App Store or Google Play — the best option, with push alerts from the moment you sign in. See Get the Raion Hub app.
• In a browser tab — Safari, Chrome, whatever you already use.
• Added to your Home Screen from the browser, where it opens in its own window with no address bar — the fallback if you cannot use the stores. See the end of the iPhone or Android page.

Everything on this page applies to all three.

There is no offline mode. Nothing is stored on the phone for later, so with no signal there is nothing useful to look at. Get back on a connection and reload.

Nothing on this page depends on your plan. Everything here is how the app is drawn, not a feature you unlock.

The bar along the bottom

The desktop sidebar and top bar are both gone below 768 pixels. In their place, a floating bar sits at the bottom of every screen with four slots.

Dashboard, your database, Alerts, Menu — the whole of navigation on a phone

Two things worth knowing about the bar itself:

• The slot you are on is shown by colour alone — there is no pill or underline around it. If you cannot tell where you are, look at which label is tinted.
• The bar is hidden in landscape. Turn the phone sideways and it disappears; turn it upright and it comes back. It is also absent on a tablet or computer, which have the sidebar instead.

The Menu icon’s three bars morph into an X while its sheet is open, so the same slot closes what it opened. If your account belongs to more than one workspace, a small rounded square carrying that workspace’s initial or logo sits on the corner of the icon.

Switching database — press and hold

The second slot is the one genuinely unusual control on a phone, and it is worth a minute.

• A short tap goes to the database named on the slot.
• If you are already on that database, a tap opens the switcher instead of doing nothing. Tap again to close it.
• Press and hold for about half a second and a list of every database opens just above the bar.

Once the list is open there are two ways to pick, and both work:

1. Keep your finger down and slide up onto a row. The row lights up as your finger crosses it. Lift to choose it.
2. Lift without moving. The list stays open, and you tap a row normally.

Dragging away from the list and releasing somewhere that is not a row cancels the whole thing — that is the usual reason the list seems to vanish before you chose anything. Tapping outside it also dismisses it.

The list does not mark which database you are on. The highlight you see is only following your finger.

The list opens above the bar — nothing in it marks the database you are already on

The bell, and what a crossed-out bell means

The Alerts slot carries your unread count, which stops counting at 99+.

If the bell is crossed out, Raion Hub has lost its live connection and the list you are looking at is no longer updating itself. Its label says either Live updates paused - reconnecting or Live updates offline - open to retry. Tapping the slot opens Alerts and retries the connection, so a tap is the right response.

A crossed-out bell only appears after the connection has been down for five seconds, so a brief hiccup never shows. Recovery is immediate.

On the Alerts screen itself, the top row carries a back chevron, the title Alerts with your unread count, Mark all read — greyed out when there is nothing unread — and your avatar. Under it, a two-way switch between All and Unread, which carries your unread count while anything is unread, then a row of type chips: All, Lead, Agent and Notes. To have alerts reach you while Raion Hub is closed, see Turn on alerts.

The Menu sheet

Tap Menu and a sheet rises from the bottom of the screen. It comes from the bottom rather than sliding in from the left on purpose: everything in it lands within thumb reach.

At the top of the sheet sit your workspace’s logo and a theme toggle (Switch to light mode / Switch to dark mode). On a phone this is the only place the theme switch lives — there is no top bar to keep it in.

Under them, three sections. Their headings are drawn in capitals on screen — WORKSPACE & TEAM, EXPLORE, MORE — and this page writes them in ordinary case because they read more easily that way.

Everything the desktop sidebar holds, in one sheet

Workspace & team

A tinted block at the top shows the workspace you are in: its logo or initials, its name, and a line reading N members (or 1 member). That count is the whole workspace, not the team you are filtered to.

• If your account has more than one workspace, the block header carries a chevron. Tap it to reveal the others. It is collapsed to begin with, and the list is deliberately cut short so the next workspace visibly peeks out.
• If this workspace has more than one team, the team rows nest inside the block, starting with All teams and then each team with its member count. The team you are filtered to carries a tick. Picking a team closes the sheet.
• Switching workspace resets the team filter to All teams in the workspace you land on.
• Teams only open under the workspace you are currently in. The other workspaces list their names only, so there is no way to jump straight to a team in another workspace — switch first, then pick the team.

Explore

A grid of two-across tiles, in the same groups and the same order as the desktop sidebar.

The tile for your main contact database carries its own name, which can be changed in Database Configuration — so it may not say Leads. The tile you are on is tinted.

These tiles are not filtered by your role. Every tile shows for everyone, and permission is checked on the page you land on — so a tile you are not allowed to use is still visible here.

More

• Settings — opens the Settings page on a list of its sections.
• Documentation — opens this guide at doc.raiontech.io in a new tab.
• Finish setup, with a counter showing how many of its steps are done. It appears only while your setup checklist still has items left.

What is deliberately not in the sheet

• Alerts — it has its own slot on the bar, so it is not repeated here.
• Your account — that is the avatar at the top-right of every page.

The sheet closes when the new page has loaded, not when you tap. A tile can look as though it did nothing for a beat. Wait it out rather than tapping twice.

The top of every page

With no global top bar, each page draws its own band at the top.

The first row carries the page title on the left, that page’s own create button, and your avatar on the right. The avatar is always there, on every page.

The create button’s label takes the database’s own singular — Add Lead on your main contact list, Add Landlord on a database called Landlord. If you do not see it at all, you do not have permission to add records to that database. Raion Hub hides controls you cannot use rather than greying them out, so a missing button is an answer, not a fault.

The rows under it — the toolbar, the tabs — hide as you scroll down and come back the moment you scroll up, the way a phone browser’s address bar does. The band itself is flat while the list is at the top and turns to frosted glass with a hairline under it once content has scrolled beneath it.

Pages one level below a hub, such as each platform page under Integrations, add a back chevron before the title.

Your avatar — the account sheet

Tapping your avatar opens the account sheet, headed with your name and email address.

Your contact list becomes cards

Held upright, your contact list is a list of cards, one per contact. There is nothing to set — cards are what a narrow screen gives you. Turning the phone sideways is how you reach the real table, and on your main contact list that takes one tap on View the table; see Landscape below.

A card is a folded-up table row. It shows the same fields your table shows, in the same order, so curating your columns curates your cards. There is no separate card layout to maintain.

The fields you pinned, two across, with the action icons always in the last slot

What one card shows

• Two columns, filled left to right and top to bottom. The right-hand column is right-aligned. The contact’s name sits at its own pinned position, which is not necessarily first, and the action icons are always the final slot, bottom-right.
• Six pinned fields besides the name. Anything past that becomes a +N pill riding the last field on the card. The contact’s own record shows all of them, with no cap.
• An empty pinned field keeps its slot, drawn as a dashed ghost, so the same field is always in the same place on every card. Only a pair where both cells are empty closes up.
• If the name is the only pinned field, the card folds to a single row: name on the left half, actions on the right.
• Values look like the table’s: chips for status, priority, source and multi-select fields, a paperclip with a count for files, and 1 row / N rows for a group field.
• The owner’s avatar leads the action icons when your owner filter covers more than one person. Filtered to yourself or to one named member, it is hidden — there would be nothing to tell apart.

Editing from a card without opening it

• Tap the card to open the contact’s full record.
• Tap a status, priority or any other picker-type chip and that field’s picker rises as a sheet. Choosing a value saves it in place, without opening the record. A tiny spinner sits beside a field that is still saving.
• A date has two taps: the text opens it for typing, and the small calendar icon beside it (Open date picker) opens the picker. A date Raion Hub stamps itself, such as Date Added, has neither — it is plain, untappable text, and shows a dash only when it is empty.
• How many action icons fit is measured from the space available. The rest fold into a ⋯ button, so the same card can show a different number of icons on a wider phone.
• The megaphone is the outbound switch. Crossed out, automated messaging is blocked for that contact. Its label reads Block automated messaging or Resume automated messaging.
• If a contact is waiting for you to accept it, the action icons are replaced by the accept control — accept, plus a chevron for reassigning or rejecting. Nothing else can be done to that contact until you answer. See Accept or reject a contact assigned to you.

Select several contacts

There are no per-row checkboxes on a phone. Instead you turn on a mode, and while it is on a tap selects rather than opens.

Turn select mode on

On your contact list, in the first row of controls under the page title, tap the View & Tools chip on the right. Under Tools, choose Select.

Read the new row in the band

A row appears at the top of the list: Select all with a checkbox on the left, N of M selected in the middle, and Cancel on the right.

Select all takes the whole matching set — every contact your filters and search currently match, not only the cards on screen.

While this row is showing, tapping a card selects it

Tap the cards you want

Each tap adds or removes that contact. To open a record while select mode is on, tap the panel icon in the card’s action icons — its label is View details.

Act on the selection

The bulk action bar appears over your selection. See Change many contacts at once for what each action does.

Leave select mode

Tap Cancel, or reopen View & Tools, where the row now reads Exit Select.

If you move the same list between a phone and a computer part-way through — a rotation, or a window you resize — your selection survives. Going wide drops the mode but keeps the rows selected; coming back narrow with rows still selected turns the mode back on so you can see what is held.

The toolbar: two rows, and one chip that holds a lot

Below the title band, the desktop’s single row of controls splits into two.

• The first row has the owner chip, avatar only, on the left. On the right sit Group by and the combined View & Tools chip.
• The second row has your saved lists, which scroll sideways, then a search button and Filter.

View & Tools

On a phone one chip carries both the view mode and the tools menu. Tap it and the menu opens with two sections.

Mode offers exactly two rows:

The row is called Cards here rather than Table because on a phone that is what picking it gives you. The Density section — the row-height control you get on a computer — is not in this menu on a phone, because it has nothing to act on when the list is cards.

Tools carries:

• Select — or Exit Select while select mode is on
• Import leads — the label takes your database’s own noun
• Export leads — or Export N selected when you have a selection
• Database Config

Import and Export only appear if you hold the permission for them. As everywhere else, the row is absent rather than greyed out.

Search and filters

The search field’s placeholder is Search leads…, taking your database’s own noun. The search button’s tooltip still mentions the / shortcut, but / does nothing on a phone — use the button.

Type something and a Search by row appears: All fields plus one chip per searchable field. It is single-select, and tapping the field you are already searching clears you back to All fields.

Filter opens the filter editor as a sheet headed Filters. It is one of the few sheets with a visible X, labelled Close filters.

Sheets instead of dialogs

Below 768 pixels, every dialog in Raion Hub arrives as a panel from the bottom of the screen. It is built into the app, not decided page by page, so the same handful of habits work everywhere.

• A grey grabber bar sits across the top, labelled Drag down to dismiss. The bar is a hint, not a handle: the whole panel is the drag surface, so you can start the swipe anywhere on it.
• Four ways to close one: swipe it down, tap the dimmed page behind it, use your phone’s Back gesture, or press the sheet’s own action button where it has one.
• The swipe has to be deliberate. You need to drag either 40% of the sheet’s height or 180 pixels, whichever is the larger — so a short sheet needs a full 180 pixels of travel. A genuine fast flick downwards also does it. Anything less springs back, and flicking upwards as you let go cancels the dismissal even if you had already dragged far enough.
• The page behind brightens as you pull, and dims again if the sheet springs back. That is your cue that the swipe has taken.
• Sheet height is a cap, not a height. A sheet is as tall as its contents and simply stops growing; the tallest reach about 90% of the screen.

Which taps give a sheet, and which give a small menu

Not every tap produces a sheet.

Opening a contact

On a computer a contact opens as a panel down the right-hand side. On a phone it is a near-full-height sheet.

• There is no X inside it. Swipe down, tap outside, or use Back.
• Its sections are reached from a horizontal band of tabs across the top rather than a list down the side, and the record’s owner is pinned at the right end of that band, outside the part that scrolls.
• The record shows all of your pinned fields — the six-field cap applies only to the cards in the list.

Adding a contact

The add sheet carries a Single | Bulk switch in its header, which stays reachable while the keyboard is up.

It opens at a short height that ends at a link reading Scroll for more details. Tap that link, or drag the sheet upwards, to grow it to the full set of fields. Saving without a name gives you Name is required.

Settings

Settings opens on a list of its sections rather than a row of tabs. Tap one to open it; its name becomes the title, and the back arrow at the top left returns you to the list. Settings is an ordinary page, so the bar at the bottom stays — use it to go anywhere else.

The iPhone and iPad app has no Subscription section — Apple does not allow it there. Manage your plan in a browser instead.

Landscape, and the “Rotate your device” screen

Turn a phone sideways and a full-screen prompt takes over, headed Rotate your device.

On your main contact list it reads:

Raion Hub works best in portrait on phones. Or keep it sideways for the full table view.

and offers a View the table button. Tap it and the prompt goes away, leaving you the real table — the same one you get on a computer, columns and all.

Everywhere else it reads:

Raion Hub works best in portrait on phones. Turn your device upright to continue.

with nothing to dismiss. Those screens are portrait-only on a phone.

Three things to expect:

• Turning the phone upright re-arms the prompt. The opt-in is not remembered, so the cards come back on their own and you tap View the table again next time.
• The bar along the bottom is hidden in landscape, so going anywhere else means turning upright first.
• Some of your own databases open at their own address, and there the prompt has no View the table button at all. Use the cards upright, or open that database on a computer.

Going back — swipe in from the left edge

Dragging in from the very left edge of the screen goes back a page. It is a touch gesture only.

• Start right on the edge — within about 24 pixels of it, so a thumb placed a centimetre in will not count — and drag rightwards. The screen follows your finger and the page behind brightens. Carry it past about 42% of the screen’s width, or flick it rightwards, and it commits; let go short of that and it springs home.
• If a sheet or a contact’s record is open, the swipe closes that instead of leaving the page, and needs much less travel to do it.
• It is switched off inside anything that scrolls sideways — a Kanban board, your list of saved lists, a strip of tabs — so it never steals a sideways scroll.
• It does nothing when there is nowhere to go back to.

The other screens on a phone

Kanban

Pick Kanban from the View & Tools menu. The board scrolls sideways, and each column scrolls on its own.

You cannot drag a card with a finger — a touchscreen cannot start a drag. So every card on a touch device carries a swap-arrows button instead, labelled Move <contact name> to another column, which opens a picker headed Move to. Picking a column makes exactly the same change dragging would. The button is not offered when the board is grouped by owner, or on a card whose group-by field is locked for you. Full detail is on Work the board in Kanban view.

Conversations

A computer shows the chat list and the thread side by side. A phone shows the list only; tapping a conversation opens the thread full-screen, with a back chevron labelled Back to conversations at the top left. Start a new conversation with the New button in the page’s top row — the desktop compose button in the top bar does not exist here. See Find and read a conversation.

What still needs a computer

If something goes wrong

Next

• Install Raion Hub on your iPhone or iPadDownload Raion Hub from the App Store, sign in, and allow notifications so you→
• Turn on push alertsGet a notification the moment a lead lands, even when Raion Hub is closed.→
• Work the board in Kanban viewKanban lays your contacts out as cards in columns — one column per stage — so you→
• Work in Table viewTable view is the spreadsheet-style list: one row per contact, one column per→