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 MOBIX developed our DATA FORMATTER.

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:

ZOHO CRM MODULES

LEADS

ACCOUNTS

CONTACTS

FIELDS

(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, Accounts 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 Proper Case (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 customise this extension to suit your needs

Drop us a message