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

    • 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

    • Function #37: Create a Purchase Order from a Quote

      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

    Nederlandse Hulpbronnen


      • Recent Topics

      • ZOHO Android Client

        Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

      • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

        Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align

      • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

        Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;

      • Managing Rental Sales in Zoho Inventory

        I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th

      • Zoho Flow to Creator 3001 Respoonse

        I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

      • File Upload to Work Drive While Adding Records in Zoho Creator Application

        Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

      • Why not possible to generate?

        Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

      • email

        Hi My crm email is not working, can you check, I have zoho one account.

      • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

        Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

      • I can't found API for Sales Receipts

        Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

      • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

        Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

      • Multiple Vendor SKUs

        One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

      • Internally created tickets

        Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

      • Automatically change website passwords

        Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

      • Change Invoice Prices for an Effective Date

        Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

      • "Other Current Asset" accounts as "Paid Through" accounts in Expense

        It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

      • Multi column open text questions that allows respondents to add rows for additional information

        I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

      • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

        Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated

      • Découvrons les détails qui simplifient vos journées de travail avec Trident

        Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé

      • Issue with Purchase Rate Showing as “0” After Importing Items List

        Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase

      • API for Task Entity in Zoho Books

        I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

      • create invoice in zoho books from the zoho forms

        Is there a native way to have create invoice in zoho books, when zoho form is completed?

      • Email undelivered

        GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

      • Add inventory_valuation_method to items endpooints

        To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

      • Use Zoho to send sales receipts for Gocardless transactions

        I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

      • Zoho - Gocardless sales receipts

        I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

      • Introducing Rollup summary in Zoho CRM

        ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

      • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

        Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

      • Cooling-off Period Just Got Better: More Coverage, More Control

        We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate

      • Revenue Management: #7 Revenue Recognition in Construction & Real Estate Industry

        If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

      • TikTok (and other social platform) Messages and comments of the past

        When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)

      • Restrict Employee mail deletion

        Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account

      • 554 5.1.8 Email Outgoing Blocked.

        Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

      • Zoho IP blocked by SpamHaus

        ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

      • File Upload in Creator's Subfrom

        Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

      • Trigger workflow base on email clic

        Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

      • Bigin Form Acknowledgement

        How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?

      • Zoho Mail POP & IMAP Server Details

        Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

      • Ever since the new Android App udpates notifications are not working

        notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig

      • Zoho Analytics & Zoho Desk - but not all desks

        I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?

      • Next Page