I want to give my users the ability to create an "employee of" relationship between an individual employee and an individual employer; where someone works for an individual rather than an organisation.

Is there a way to create a relationship that allows selection of either organizations OR individuals or must this be implemented as two separate relationship types?


You can set the 'contact type' of a Relationship to be All Contact Types


As @petednz stated you can change the contact types a relationship works for. (System>Customize Data and Screens>Relationshiptypes).

There is some core functionality involved in the employer relationship (linked to the employer in the contact summary). I would recommend you test that as well to make sure it behaves as you want. If it throws any issues, you can create a new relationship type for your purposes?

  • The parameters of the 'employee of' relationship are locked. Is there a way to change them to allow all contact types? I could make my own new relationship yes it's just my users are likely to then want me to remove the 'employee of' from the UI entirely to avoid confusion. – tanbog Oct 29 '18 at 22:42

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