Phone & Mobile Number Auto Formatter

Introduction  

The Phone & Mobile Number Auto Formatter extension for Zoho CRM helps administrators maintain clean and standardized phone number data across CRM records.

The extension automatically formats phone-related fields by removing special characters (such as +, ., spaces, etc.) and saves the corrected values into dedicated custom fields, while preserving the original data.

This guide explains how administrators can install, configure, manage, and troubleshoot the extension.

1. Prerequisites  

Before installing the extension, ensure that:

• You have Administrator access in Zoho CRM.
• The following modules are enabled in your CRM:

i) Leads

ii) Contacts

iii) Accounts

• Users have permission to view and edit phone-related fields in these modules.

2. Installation  

1. Go to Zoho Marketplace.

2. Search for Phone & Mobile Number Auto Formatter.

3. Click Install.

4. Select the Zoho CRM organization where the extension should be installed.

5. Review and accept the required permissions.

6. Complete the installation process.

3. Post-Installation Setup  

3.1 Custom Fields Creation  

Upon installation, the extension automatically creates the following custom fields:

Leads Module  

• Formatted Phone Number
• Formatted Mobile Number

Contacts Module  

• Formatted Phone Number
• Formatted Mobile Number

Accounts Module  

• Formatted Company Number

No manual field creation is required.

3.2 Field Visibility  

Admins should verify that formatted fields are visible to relevant users:

1) Go to Setup > Modules and Fields.

2) Select the required module (Leads, Contacts, or Accounts).

3) Confirm that the formatted fields are visible in the layout.

4) Adjust field permissions if necessary.

4. How the Extension Works (Admin View)  

• When a user creates or updates a record:

i) Phone / Mobile (Leads & Contacts)

ii) Company Number (Accounts)

• The extension automatically:

i) Removes special characters (e.g., +, ., spaces).

ii) Converts the value into a standardized numeric format.

iii) Saves the formatted value in the corresponding formatted field.

• The original field value remains unchanged.

5. Permissions & Access Control  

Admins can manage access using Profiles:

1) Navigate to Setup > Security Control > Profiles.

2) Select a profile.

3) Under Field-Level Security, configure access for:

• Formatted Phone Number
• Formatted Mobile Number
• Formatted Company Number

4) Save changes.

Tip: Grant read-only access to formatted fields if users should not modify them manually.

6. Supported Formatting Logic  

i) Removes non-numeric characters including:

• +
• .
• Extra spaces
• Other special characters

ii) Ensures numbers are stored in a clean, consistent format suitable for:

• Dialer integrations
• Automations and workflows
• Reporting and exports

7. Uninstallation  

To uninstall the extension:

• Go to Setup > Marketplace > All Extensions > Installed Extensions.
• Locate Phone & Mobile Number Auto Formatter.
• Click Uninstall.
• Confirm the action.

Note: Custom formatted fields may remain in CRM unless manually removed.

8. Best Practices for Admins  

✅ Use formatted fields for integrations and automation

✅ Keep original phone fields unchanged for reference

✅ Restrict editing of formatted fields

✅ Educate users on the purpose of formatted vs original fields

Support  

For technical assistance or queries, contact:

📧 [email protected]