Custom Function to Format Phone / Mobile numbers in Australian Standard format

Custom Function to Format Phone / Mobile numbers in Australian Standard format

So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this.
And figured I'd share with the community

This is specifically for Australian numbers. 

The CF will take all mobile, local landline, 1800 & 1300 numbers and format them into the format we are used to in Australia.
It will also add the country code +61 to the prefix so you can call directly from the CRM.

It works with all 10 digit numbers (0400 000 000 or 03 9000 0000)
And with all 9 digit numbers (400 000 000 or 3 9000 0000)
IE works with both the starting 0 or without the starting 0 (ie 03 9000 1111 or 3 9000 1111)


The numbers will be formatted as below

All mobile numbers    0400111222 --> +61 400 111 222
                                       400111222 --> +61 400 111 222
All local numbers        0390001111 --> +61 3 9000 1111
                                       390001111 --> +61 3 9000 1111
1800 numbers            1800111222 --> +61 1800 111 222
1300 numbers            1300111222 --> +61 1300 111 222

For the local numbers it will work with all states area codes (02, 03, 07, 08)

Anything that isn't the above will be ignored and stay the way it was. IE 131122 will stay like that
As will any numbers that aren't 9 or 10 digits long. (ie +61400111222 wont be formatted with spaces)

**NB I may do a V2 to format numbers that are +61 already but not planning that for a while.

This function is specifically for the Leads module.
It is Phone/Mobile Field agnostic. In that it will take whatever value is in the Phone Field, format it return it to the Phone Field. and what ever is in the Mobile Field, format and return it to Mobile Field.

I did this specifically as we use Phone to be the contacts Primary contact number and Mobile to be their Secondary contact Number.

It should be pretty easy to adapt to Contacts Module or any other module. You only need to change line 1 & 211.


Setting up with Workflow and Triggering the Function:
This applies for CRM
  1. Go to Setup --> Automation --> Workflow Rules --> Create Rule --> Under Module, select Leads --> Give a Rule name and Description (ie Format Phone Numbers Australia) --> Next
  2. When = Select "On a Record action" --> "Create or Edit" --> Next
  3. Condition = In Conditions, choose "All Leads" --> Next.
  4. Instant Actions --> Function --> New Function --> Write your own --> Add a Function name (ie Format_Phone_Numbers_Au), Display Name (ie Format Phone Numbers Australia), Description --> Create
  5. Copy paste the code from below and proceed to save the code.
  6. "Edit the Arguments" --> Key is id, in Param Value type # and choose your fields (ie Leads and Lead Id) the end result should read id = Leads - Lead Id --> Save
  7. Save the Function 
  8. Save the Workflow.


NOTE: there is probably a better more efficient way of achieving this.
So if anyone know a better way to code the above I'd love to hear.

EDIT: I had to upload the code separately due to restrictions in the post lengths.

EDIT 2: now updated to work with brackets (03) 9000 1111 and hyphens 0400-000-000

EDIT 3: updated to work with the country code already added but no + ie 61400111222  


The number formatting will work with the following

All mobile numbers    --> +61 400 111 222
  1. 0400 111 222
  2. 400111222
  3. 0400-111-222
  4. 61400111222
All local numbers  --> +61 3 9000 1111
(works with 02, 03, 07, 08) 
  1. 0390001111                  
  2. 390001111
  3. (03) 9000 1111
  4. (03) 9000-1111
1800 numbers  --> +61 1800 111 222
  1. 1800111222
  2. 1800 111 222
1300 numbers  --> +61 1300 111 222
  1. 1300111222 
  2. 1300 111 222 
​
​
EDIT: May 2025

Theres been some requests about cleaning up existing phone numbers for leads/contacts.

To do this there are a few steps to do.

Step 1 - create a new Custom Function called "Format Phone Numbers Au - mass update"
(or what ever you want to name it)

Use the same code as the single run fuction and add a recurring "loop" section to the start of the code, and a small closing at the end.
The way I have it setup is to use the following opening code before Line 1. 
Line 6 of the below code replaces Line 1 in the full code.

  1. string button.Format_Phone_Numbers_Au_mass_update(String leadIDs)
  2. {
  3. idList = leadIDs.toList("|||");
  4. for each  rec in idList
  5. {
  6. a = zoho.crm.getRecordById("Leads",rec);

Then to close the function replace the final Map (line 208-213) with the following

  1. }
  2. mp = Map();
  3. mp.put("Phone",nph);
  4. mp.put("Mobile",nmob);
  5. update = zoho.crm.updateRecord("Leads",rec,mp);
  6. info mp;
  7. info update;
  8. }
  9. return "Success";
  10. }

This new function will take your selected list of Leads and then "for each Record in the idList will run the function"

Step 2 - Create a Mass Update Button in the List view of the Leads/Contacts Module

Go to Settings > Customizations > Modules and Fields > [Module Tab} > Leads
Then go the the Buttons tab > Create New Botton

Button Name: Phone Numbers Mass Update
Define action: Function
Select Page: In List
Select Position: Mass Action Menu  (preview to see where the botton will be placed)
Configured Function: Select the function you created in the above step

Doing the above will create a new botton in the main list view for the Module. 
To use the button you need to select the entries you want to run the function then click the button.

Step 3 - Create a custom View for your Leads/Contacts so that you have less than 1000 

Zoho CRM Limits mass update functions to run for max of 1000 entries at a time. So if you have 10,000's leads you need to figure out how to narrow your view down to less than 1000 entries.

One way is to create a View with specific criteria like 
Email starts with A - this will show all leads with email address beginning with A
If this is still more than 1000 then figure out how to reduce it further to less than 1000

Step 4 - Select all records
Select the check box of the view at the top of the Column. This will select all records in the current window.
Windows are limted to 100 records, so you need to select all 1000 
You will then see a Blue text option to "Select All records in this view". Click this and all records will be selected.
If you have more than 1000 records in the view you wont be able to do the following step so make sure you've limited the view.

Step 5 - click the Mass Update button

Click the Mass Update Button you created above in Step 2. This will run the fuction for all the entries.
It'll take some time and entries will be added to the execution que. If you are interested you can check the api usage to make sure you keep your usage under the daily limit.

Step 6 - Figure out how to vary your list View for the next batch

Rinse and repeat Step 3-5. 
Figure out how to change the View so you see the next 1000 batch but exclude the ones you have already done.

Step 7 - Finish

Make sure you remove the Button you created in Step 2, otherwise someone will definitily run it in future when you dont want them to.


    • Recent Topics

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • Edit item custom fields

      Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • Payment on a past due balance

      Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used

    • How to export all line-item descriptions for a specific item in Zoho Books?

      I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

    • List of hidden features

      Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there

    • How to change a BAS that has been filed

      I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have

    • How to Export PDF with a custom Template

      I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF

    • Associate email with a potential or project.

      I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.

    • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

      I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed

    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Online Assessment or any aptitude test

      This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

    • Incoming Threads Report

      From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • Cloudflare Turnstile is now available in Zoho Forms!

      Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,

    • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • 【Zoho CRM】キャンバス機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。

    • Deleting unwanted ticket replies

      Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

    • Issue: Ticket Export Does Not Include Ticket Threads

      Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？

    • Zoho Calendar Integrated Into CRM?

      I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks

    • Next Page