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.


    Nederlandse Hulpbronnen


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