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.
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)
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
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.
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
- Go to Setup --> Automation --> Workflow Rules --> Create Rule --> Under Module, select Leads --> Give a Rule name and Description (ie Format Phone Numbers Australia) --> Next
- When = Select "On a Record action" --> "Create or Edit" --> Next
- Condition = In Conditions, choose "All Leads" --> Next.
- 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
- Copy paste the code from below and proceed to save the code.
- "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
- Save the Function
- 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
- 0400 111 222
- 400111222
- 0400-111-222
- 61400111222
All local numbers --> +61 3 9000 1111
(works with 02, 03, 07, 08)
- 0390001111
- 390001111
- (03) 9000 1111
- (03) 9000-1111
1800 numbers --> +61 1800 111 222
- 1800111222
- 1800 111 222
1300 numbers --> +61 1300 111 222
- 1300111222
- 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.
- string button.Format_Phone_Numbers_Au_mass_update(String leadIDs)
- {
- idList = leadIDs.toList("|||");
- for each rec in idList
- {
- a = zoho.crm.getRecordById("Leads",rec);
Then to close the function replace the final Map (line 208-213) with the following
- }
- mp = Map();
- mp.put("Phone",nph);
- mp.put("Mobile",nmob);
- update = zoho.crm.updateRecord("Leads",rec,mp);
- info mp;
- info update;
- }
- return "Success";
- }
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
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
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
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
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.
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.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
terry
Craig
Pheranda Nongpiur
Haiku Technical Support
Rod F
Sticky Posts
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithNotes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to add Simple Analytics to Zoho Pages?
I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/scriptEnd Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Cant seem to delete an email account
Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is reallyCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisImport data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup fieldSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Script that deletes a record?
We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,A formula that capitalises the first letter of each word
Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.Quotes in Commerce?
In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce toZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Register user through Phone Number by Generating OTP
In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verificationUnable to change sales_order status form "not_invoiced" to "invoiced"
I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by gettingCustom Buttons for Mass Actions
Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons wereThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theZoho Vault Passwords
Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?
I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?Zoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there【Zoho CRM】レポート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、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。Translation in zoho bookings
We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its lookingIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportAPI name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an AppDisappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet toZoho Assist not rendering NinjaTrader chart properly
Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displaysHow can I adjust column width in Zoho Books?
One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, butDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingBest way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll haveLink(s) between Notes
Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linkingOption to Hide Project Overview for Client Profiles
In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Regex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexFeature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.
Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" sectionI don't see any WITHDRAWL transaction at all
Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingKaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM404 error at checkout
Our customers are getting a 404 error at checkout. Anyone else with the same problem?FONT Sizing in Notebook
Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. NothingCan managers Upload documents to their direct rapports?
Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there somethingLeave balance display for next year
Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balancePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forZoho Books not working/loading
Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!Next Page