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How to Configure Global Phone Number Formatting in Dazos (CRM)

Learn how to configure a global phone number format for your Dazos CRM. This process allows Administrators to choose a consistent visual layout for all phone numbers across the system, improving readability for all users without modifying your raw data.

Prerequisites

Before you begin, make sure you have:

  • Administrator access to your Dazos CRM instance

  • Access to Company Settings within CRM Settings

Steps

  1. Navigate to Company Settings: Go to Settings → CRM Settings → Configuration → Company Details.
    ​

  2. Click Edit: Click the Edit button to open the Company Details configuration form.

  3. Select a Phone Number Format: Locate the Phone Number Format field and select your preferred format from the available options.​

Format

Example

+1 (XXX) XXX-XXXX

+1 (963) 852-7410

(XXX) XXX-XXXX

(963) 852-7410

XXX-XXX-XXXX

963-852-7410

+1XXX-XXX-XXXX

+1963-852-7410

+1XXXXXXXXXX

+19638527410

XXXXXXXXXX

9638527410

  2. Save your changes: Click Save to apply the selected format.

Result

After completing these steps, all phone numbers across your Dazos CRM — including Leads, Accounts, and Intake Opportunities — will display in the format you selected. The change takes effect immediately for all users without requiring a page refresh.

Important notes:

  • If no format option is selected, phone numbers will display as raw digits (e.g., 1231231234).

  • Formatting is applied at the display layer only — the raw number stored in the database is never changed. Your data is always safe.

  • This setting applies globally to all users in your CRM instance.

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