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
- 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
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