Extension details:

The key to a successful CRM is the quality of the data, and the best practice in data management is consistency. This is why we have developed DATA FORMATTER by MOBIX.

This super powerful and handy extension allows you to format all your main fields, in a clean and easy way, on the go. No need to worry about formatting your records when you create them and no additional clicks are required.

With DATA FORMATTER by MOBIX, your records will instantly be changed to a uniform format, ready to be used when merging data for individual mails, mass mailing or when you merge documents.

Features standard version:

MODULES TO INTERVENE IN ZOHO CRM

LEADS

ACCOUNTS

CONTACTS

FIELDS TO INTERVENE 

(Data will look as shown below)

  • Name
  • Last Name
  • COMPANY
  • CITY
  • COMPANY
  • CITY
  • Name
  • Last Name
  • COMPANY
  • CITY

Key Features:

  • The extension formats your data in the LEADS, ACCOUNT AND CONTACTS MODULES

  • It runs automatically when creating the record

  • It also runs when you edit a record

  • For names and last names it applies ProperCase (example: Jhon Smith)

  • For account names it applies UPPER CASE (example: ACME INC)

  • For city, it applies UPPER CASE (example: PARIS)

Install your extension in 3 simple steps

We can customize this extension to your needs

Let's discuss your needs for your ZOHO CRM