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How to create a new layout with collapsable list of records

Question asked by VijayDeodhar on Feb 17, 2013
Latest reply on Feb 17, 2013 by philmodjunk

Title

How to create a new layout with collapsable list of records

Post

      

I am totally new to Filemaker Pro 12 CRM.  I want to transition from using ACT! CRM to Filemaker.  I would like to find out how to create a visual layout where I can see the various divisions or branches of a large company and indivudual contacts within, are shown in a truncated way and are easily collapsable similar to any directory structure we see in Windows or other lists.
      
For example,
      
XYZ, Inc. Corporate
      
New York Branch
AP Dept
AC Dept
Marketing
      
California Branch
AP Dept
AC Dept
Marketing
 
     This kind of a visual diagram or cascading structure helps me meander through various contacts fast and understand the inter-relationship of contacts quickly.
      

               I am not an IT person.  So, I would greatly appreciate any help in accomplishing this in simple language or instructions.

               Thanks so much in anticipation...

      

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