Function to check frequency of customer ordering patterns

Function to check frequency of customer ordering patterns

Hi,

I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern.

Chat GPT and Claude seemed super confident they could do the job, but failed. I keep getting errors.

Here's sample code:

string calculateOrderFrequency(string orderID)
{
    // Get the Contact associated with this order
    contactInfo = zoho.crm.getRelatedRecords("Contacts", "Sales_Orders", orderID);
    
    // If no contact is found, exit the function
    if(contactInfo.isEmpty())
    {
        return "No contact found for this order";
    }
    
    // Get the contact ID from the first related contact
    contactId = contactInfo.get(0).get("id");
    
    // Retrieve all previous orders for this contact
    previous_orders = zoho.crm.getRelatedRecords("Sales_Orders", "Contacts", contactId);
    
    // We need at least 2 orders to calculate frequency
    if(previous_orders.size() >= 2)
    {
        // Create a list to store order dates
        order_dates = List();
        
        // Add all order dates to our list
        for each rec in previous_orders
        {
            orderDate = rec.get("Order_Date");
            if(orderDate != null)
            {
                order_dates.add(orderDate);
            }
        }
        
        // Sort dates from oldest to newest
        order_dates.sort();
        
        // Calculate time between orders using a different approach
        total_days = 0;
        intervals = 0;
        
        // Calculate date differences without using a standard loop
        latest_index = order_dates.size() - 1;
        
        // Process manually if we have at least 2 dates
        if(latest_index >= 1)
        {
            // Manually calculate first interval
            days_diff_1 = dateDiff(order_dates.get(1), order_dates.get(0), "days");
            total_days = total_days + days_diff_1;
            intervals = intervals + 1;
            
            // Manually calculate second interval if we have enough dates
            if(latest_index >= 2)
            {
                days_diff_2 = dateDiff(order_dates.get(2), order_dates.get(1), "days");
                total_days = total_days + days_diff_2;
                intervals = intervals + 1;
                
                // Manually calculate third interval if we have enough dates
                if(latest_index >= 3)
                {
                    days_diff_3 = dateDiff(order_dates.get(3), order_dates.get(2), "days");
                    total_days = total_days + days_diff_3;
                    intervals = intervals + 1;
                    
                    // Manually calculate fourth interval if we have enough dates
                    if(latest_index >= 4)
                    {
                        days_diff_4 = dateDiff(order_dates.get(4), order_dates.get(3), "days");
                        total_days = total_days + days_diff_4;
                        intervals = intervals + 1;
                        
                        // Manually calculate fifth interval if we have enough dates
                        if(latest_index >= 5)
                        {
                            days_diff_5 = dateDiff(order_dates.get(5), order_dates.get(4), "days");
                            total_days = total_days + days_diff_5;
                            intervals = intervals + 1;
                        }
                    }
                }
            }
        }
        
        // Calculate average frequency (if we have valid intervals)
        if(intervals > 0)
        {
            avg_frequency = total_days / intervals;
            
            // Round to nearest whole number
            avg_frequency = round(avg_frequency);
            
            // Create map of fields to update
            update_map = Map();
            update_map.put("Average_Order_Frequency", avg_frequency);
            update_map.put("Last_Order_Date", order_dates.get(order_dates.size() - 1));
            update_map.put("Email_Sent_Flag", false);
            
            // Update the contact record
            update_response = zoho.crm.updateRecord("Contacts", contactId, update_map);
            return "Updated contact with average order frequency: " + avg_frequency + " days";
        }
        else
        {
            return "Could not calculate intervals between orders";
        }
    }
    else
    {
        // If this is their first order, just update the last order date
        if(previous_orders.size() == 1)
        {
            update_map = Map();
            update_map.put("Last_Order_Date", previous_orders.get(0).get("Order_Date"));
            update_map.put("Email_Sent_Flag", false);
            zoho.crm.updateRecord("Contacts", contactId, update_map);
            return "First order - updated last order date only";
        }
        else
        {
            return "No orders found for this contact";
        }
    }
}
    • Sticky Posts

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
    • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

      Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
      • Recent Topics

      • How to implement calculating average value of averaged values?

        Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom
      • How to restrict user/portal user change canvas view

        Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
      • Zoho Recruit update published job boards

        If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the
      • Narrative 14: The magic bazaar of Desk

        Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate
      • Collections Management: #2 Late Payment Automation

        "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.
      • Create a table in the layout section of modules

        Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table
      • Kiosk can't merge picklist or multiselect

        There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
      • Power of Automation :: Automatic Task Status Handling for Users

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
      • Question - why no way to input a 'tool description' and 'tree of 'tools'

        Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description
      • Missing information data Zoho inventory

        there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
      • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

        Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
      • Suggestion to improve zoho writer

        I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks
      • Two factor authentication for helpdesk users

        The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
      • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

        I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
      • Can I create a custom function for chart of accounts?

        I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.
      • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

        In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our
      • billing

        hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
      • Unable to confirm Super Admin assignment — confirmation button not working

        I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
      • Inactive Items - Make Less Prominent by Default

        Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
      • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

        Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d
      • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

        Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
      • Automation#36: Auto-create time-entry after performing the Blueprint transition

        Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
      • Feature Request: Reviews

        Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.
      • Can we handle a support like (incident management) project in Zoho Projects?

        Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we
      • Trying to show the actual Terms & Conditions on PDF

        Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.
      • Installing EMAIL Setup in New Domain

        Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
      • Enhancements to Zoho Meeting Annotator

        Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Triggering rules on lead conversion

        There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
      • How to calculate separate totals for Product Line Items filtered by category in Quotes?

        Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product
      • Add "Fetch Composite Item" Action for Inventory

        I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
      • Zoho Social/Marketing Plus - Addition to "Monitor" function

        It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.
      • Almacenamiento

        Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
      • Zoho Invoice Now Supports VeriFactu for Businesses in Spain

        Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
      • Will I Get a Refund If I Downgrade Zoho Mail?

        Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?
      • Zoho Billing Now Supports VeriFactu for Businesses in Spain

        Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm
      • Next Page