Help & Support
Overview
The Phone & Mobile Number Auto Formatter extension for Zoho CRM automatically cleans and standardizes phone numbers in your CRM records.
It formats phone numbers that contain special characters such as “+”, periods (.), spaces, or other symbols, and stores the corrected values in dedicated formatted fields for better consistency and usability.
What This Extension Does
1) Automatically formats phone numbers entered in CRM records
2) Removes special characters like +, ., and extra spaces
3) Saves standardized numbers in separate Formatted fields
4) Keeps the original phone number unchanged
5) Supported Modules
i)Leads
ii)Contacts
iii)Accounts
How It Works
1)A user enters or updates a phone number in a supported field.
2)The extension automatically detects special characters.
3)The number is cleaned and standardized.
4)The formatted value is saved in the corresponding Formatted field.
5)No manual action is required.
Common Use Cases
i) Telephony and dialer integrations
ii) Workflow automation
iii) Reports requiring consistent phone number formats
iv) Clean data exports
FAQs
Q1. Does this extension change my original phone number?
→ No. The original value remains unchanged. The formatted number is stored separately.
Q2. When does the formatting happen?
→ Formatting happens automatically when a record is created or updated.
Q3. Which special characters are handled?
→ Characters such as +, ., spaces, and other non-numeric symbols are removed.
Q4. Do I need to click any button to format the number?
→ No. The process is fully automatic.
Support
For help or troubleshooting, please contact: