How do you handle flagging customers who didn’t return? I am building agent/dashboard for my crm and wonder how to do it best.

My problem is that orders have very different notes each time and I thought - maybe to send it to ai on creation to analyze and return json, but that introduces data pollution.

I need to make it possible for operator to see which customer had orders for specific occasion so they can be touched with appropriate reason.

Currently can’t sort on text notes.

Would appreciate any advice!