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How can I manage multiple contacts and support tickets under one organization in Uniconnect CRM?

Rashmika BandaraSystem Owner•Asked Nov 11, 2026
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Nov 11, 2026, 08:55 AM
Original Poster

Hi everyone!

I'm exploring the CRM features in Uniconnect and would like to understand the best way to manage customer information when multiple contacts belong to the same organization.

My scenario:

Let's say I'm managing a company called ABC Solutions, which has several employees registered as contacts in the CRM.

Some of these employees have contacted our support team and raised different support tickets.

I would like to manage all this information without having to search for each customer separately.

My questions:

  • How can I link multiple contacts to one organization?
  • Is there a way to view all contacts belonging to a particular organization?
  • Can I view support tickets associated with those contacts?
  • If a contact changes organizations, how should I manage their information?
  • What is the recommended approach to avoid duplicate customer records?
  • What I would like to achieve:

  • Keep all customer information organized.
  • Easily find related contacts and tickets.
  • Reduce duplicate data entry.
  • Improve customer follow-up and support.
  • Has anyone used this functionality in Uniconnect CRM? I'd appreciate any tips, examples, or best practices.

    Thanks in advance!

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