When your business has customers across geographies, representation of currency or selling volume (i.e number of units sold) in the right number format improves readability and reduces confusion. To aid this, Freshworks CRM supports popular number formats that are followed in major parts of the world. Periods and commas can be used to separate decimal points. All custom fields of the type ‘number’ can be formatted.
The following formats are supported:
How to format a number field?
Go to Admin settings , scroll down to Sales Force Automation (SFA) and click Contact/Accounts/Deals.
Click . In the ADD FIELD overlay that opens up, choose Number and click .
In the ADD FIELD overlay that appears, type the name of the desired custom field
Type in the desired Field label
Retain the value as Number under Field type
Under Number format you can choose from four different types of number formats:
Where does the number format reflect in Freshworks CRM?
Record detail page
In the forms, while adding/editing records
Emails (using placeholders) and email templates
- The input values can have 11 digits before the decimal mark and 4 digits after the de
- Formatting is not supported in filters and in web forms