Extension details:

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

This superpowerful and handy extension allows you to format all your main records in a consistent, clean and easy way on the go.  You do not have to worry about formatting your records when you create them or, clicking in any button.

With DATA FORMATTER by MOBIX, you will have all your records formatted in a very nice and clean format, ready to be use when merging data to send individual mails, send 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 cures your data in the LEADS, ACCOUNT AND CONTACTS MODULE,¬†

  • 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 to UPPER CASE, (example: ACME INC.)

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

Install your extension in 3 simple steps

We can customize this extension to your needs.

Contact us, and let's discuss your needs in your ZOHO CRM.