Graph Memory

Each client page shows one relationship. Graph Memory shows all of them together: every client, the people at each one, and the facts KretaOS holds about them, drawn as a map. It is the quickest way to see where your knowledge is deep and where it is thin.

Opening it

Choose Network in the left rail (on a phone, in the account menu at the top), then Graph in the Network | Graph switch at the top right. The title line counts your accounts and facts, and how many interactions they were distilled from.

From any client's page you can also press View in graph on the summary card to open the graph focused on that client.

Getting around

• Drag the background to move around, and use + and − to zoom. The reset button brings the whole map back into view.
• Click a name to select it and see what it is connected to. Click the background to clear the selection.
• Double-click a name to open that record.
• Use Find a name… to look for a client or a person anywhere in the book; press Enter to centre the best match and light up what it is connected to.

Four views

The buttons at the top switch how the same map is laid out:

• Web — everything pulled together by its connections. Good for spotting clusters, like several clients who share a contact.
• Radial — clients arranged in a ring, so a large book is easier to scan.
• Timeline — laid out by date, so you can see when you learned what.
• Impact — built around referrals. A partner or client who referred others moves to the centre, sized by what they brought in. If no referrals are recorded yet, the graph tells you how: open a record, press Edit, and set Referred by.

Colour and time

Under Colour you can shade clients by Kind, Health or Value (deal money) — handy for spotting clients that are cooling in a corner of the book. Bigger pills are the clients with the most deal value (in Health, the highest score), so your top clients stand out. The legend under the filters shows what each shade means.

In the Timeline view, a time slider at the bottom filters facts by date. Slide it back to see what you knew about your clients a few months ago, and forward to watch the memory grow.

What the graph doesn't do

The graph is a picture of your memory; it doesn't change it. To correct a fact, open the client and use Memory — the graph updates by itself. For what the connections mean — warm introductions and the clients that depend on a single contact — switch to Network with the Network | Graph switch at the top right.

Try it

1. Choose Network in the left rail, then Graph Memory.
2. Type a client's name into Find a name…, then double-click it to open the record.
3. Go back, switch to Impact, and see who has brought you the most business.
4. Switch to Timeline, drag the time slider back and watch the older facts remain while newer ones disappear.