CommunitySuite has functionality to help clients track multiple addresses for a profile and set a primary address based on a seasonal time of year. This feature is called the Prim Date, or primary date.
Primary Date Functionality and When to Use It
- A profile’s primary residence is in a different state, city, or country at certain times of the year. It is important to track which address they are at during the winter versus the summer months, and adjust their primary address based on this seasonal change.
- For example, for most of the year, a fund advisor resides within the area your organization serves. They prefer to get a paper fund statement mailed to them. They also have a home in a warmer location during the winter months. It is important that the primary address is set to their winter address for processing and mailing their paper fund statement.
- Using a Prim Date on each address will allow CommunitySuite to automatically set the primary address for the profile based on when they will be at each address, saving administrative time and manual effort.
If you go to a profile with seasonal addresses, you may see multiple addresses with different Prim Dates listed.
- The screenshot below indicates that Geoffrey spends his time in Washington from March 1st through August 31st. Then, on September 1st, he will move down to Phoenix and spend time there until the last day of February. In this case, the Washington address will be listed as Yes in the primary address column from March 1st through August 31st.
- In this screenshot below, 09/01/2025, has passed, and Geoffrey will now spend time in Phoenix until the last day of February of the following year. In this case, the Phoenix address will be listed as Yes in the primary address column from September 1st through the last day of February.
To set the Prim Date on a profile, navigate to the profile record, click Edit, and then set the Prim Date in the Addresses section for at least two adresses.
How CommunitySuite Calculates Prim Dates
The date functionality works on a numbering system where each day is assigned a number 1-365 (or 1-366 on leap years). The year in which the primary date is set is irrelevant due to the numbering system, but it is still required. From the system's perspective, January 1st is "1" and February 1st is "32". This is because February 1st is the 32nd day of the year. The system simply rolls through the whole year, assigning a number to the day, then resets to "1" at the beginning of the new year. This numbering system also applies to bulk updating profile addresses; the primary date column on the bulk update template must be filled out with numbers instead of dates to avoid errors.
For the prim date to work as anticipated, two or more addresses need to have a prim date set. It is recommended to use this tool for tracking seasonal dates between two addresses
Example
The example statement below explains how the Prim Date works with the numbering system.
- Geoffrey lives in Washington, but moves down to Arizona in the winters, starting September 1st. He then returns to Washington on March 1st. September 1st is the 244th day of the year, and March 1st is the 60th day of the year. Today's date, August 12th, is the 224th day of the year. Therefore, his residence in Washington starts on the 60th day and is terminated on the 244th day. To match this in CommunitySuite, the primary date for his Arizona address would be set to September 1st, and the primary date for his Washington residence to March 1st.