6 Replies Latest reply on Aug 31, 2018 6:54 AM by Roger Pouly

    Identifying new customers when they cancel their first orders

    Roger Pouly

      Hello everyone,

       

      I am back here with an issue that looks simple, but I cannot seem to get it right.

       

      Basically we currently have this formula to calculate new customers :

       

      IF([Index Order]) = 1 THEN 'First order'
      ELSEIF [Index Order] > 1 THEN 'Repeat purchase'
      ELSE 'Quote'
      END

       

      Index order is linked to the customer. My issue is, sometimes customers order then cancel their order. I have a working boolean field, [Order Cancel], to identify orders that are cancelled.

       

      I want that if the first orders are cancelled, the first non-cancelled order from the customer would be display as 'First order'.

       

      Any insight ?