Display Customer and parent Customer in a tree structure

Hello Experts,

I have requirement where i need to display customer(Account) and parent customer in a tree structure within the dashboard.

In tree structure if we click on parent customer node it should expand and display all the related customers below it. relationship is established using connection roles. Connection roles are defined as parent customer, company owner, co borrower etc. So if there is a parent customer called XYZ then it should get all the records connected through different connection roles and show al the child or related records below it.

How to create a tree structure of customers and display within the dashboard ?.

Thank you,

Madhusudhan M

Thanks and Regards. MadhuSudhan M