How to Set Up Phone Number Formatting (CRM)

Your CRM now automatically formats all phone numbers in a consistent style across the entire system — contact records, lead records, lists, search results, insurance panels, SMS messages, emails, and more.

You choose the format once in Company Settings. Every phone number displayed anywhere in the CRM will follow that format automatically.

⚠️ Important:

The raw number stored in the database is never changed. Formatting is applied only when displaying or entering numbers — your data is always safe.

Where to Go

Settings → CRM Settings → Configuration → Company Details → Edit → Phone Number Format

💡 Note: The phone number format is selected as ‘No Formatting’ by default.

Available Formats

How to Change It

Instant effect:

The change takes effect immediately across the entire CRM for all users — no page refresh or re-save needed.

Phone numbers are automatically formatted in every area listed below.

The user can see in the lead list view that the new phone format is updated according to the phone number formatting setting.

1. Automatic on Page Load

When you open any record, list, or modal, phone numbers are already displayed in your chosen format. No action needed.

2. Automatic When You Type

When editing a phone field and clicking away (blur), the number you typed is reformatted instantly. You can type in any common format — the system normalises it for you.

I typed in a common format and clicked outside the input box, then it automatically updated to the selected format.

3. Mixed Text + Phone Numbers

If a phone number is saved alongside other text (e.g. a note in a phone field), the system formats the number and keeps the surrounding text intact.

I entered a phone number in a common format along with some text. After clicking outside the input box

4. Phone Extensions

Extensions are preserved correctly.

I Enter phone number without extension. After clicking outside the input box I saw the phone extension was automatically updated.

5. Non-US or Incomplete Numbers

If a number cannot be identified as a valid 10-digit US number, it is displayed exactly as stored — no formatting is applied. This protects international and incomplete numbers.

Example:

6. Dial / Click-to-Call Links

The click-to-call buttons (CTM / RingCX / Zoom) are not affected. The number sent to the dialer is always the raw stored value. Dialing works exactly the same as before.

7. Database Values Are Never Changed

Formatting is display-layer only. The raw phone number stored in the database is always preserved. Changing the format setting in Company Details instantly changes how all numbers look — without touching a single stored value.

"To" Field (Phone Selector)

The phone numbers from the record are displayed in your chosen format in the dropdown. The actual number sent to the SMS gateway is always the correct E.164 format (+1XXXXXXXXXX) regardless of what is displayed.

Custom Phone Number

If you click "+ Add Phone Number" and type a number manually:

SMS Message Body

If you insert a phone field token (e.g. $phone) into your SMS message text, when the message is sent the token is replaced with the formatted phone number according to your company format setting.

Manual Email (Compose from a Record)

When you compose an email from a record's detail page and insert phone field tokens, the token is replaced with the phone number as stored in the database. If the number is stored in E.164 format (e.g. +12342284767), that value is preserved in the email exactly as stored.

Workflow / Automated Email

When a workflow sends an automated email containing a phone field token, the phone number is formatted using your company format setting before the email is sent.

Phone numbers that load dynamically (related list tabs, AJAX panels, Quick Create modals, inline-edit fields) are also formatted automatically. A background listener watches for new content added to the page and applies formatting as soon as it appears — no page refresh needed.

Raw number stored: 9638527410

Raw number stored: +12342284767 (E.164 format)