Change anything you want, except your name!

Change anything you want, except your name!

This is an oldy but a goody, but since it came up with a client recently, I'll share it again.

As a rule, you should allow your members and customers to update any of their primary contact information (e.g., address, phone, etc.) online, EXCEPT for their name. Why?

Because what sometimes happens is a member will leave an association and someone new will replace that person in their job. And then the new person will overwrite the name of the "old" person. And the end result is the history of that "old" person is attached to the new person. And now your data is bad!

(I see this most commonly with trade association membership where a primary rep may be updating other contacts within their organization.)

So what if someone needs to change their name? They should contact your association and allow staff to make the change. If it's the same person with a new name, that's an easy change. But if it's a new person replacing the existing person, then staff has some additional work to do, but it's work you want the staff to do.

So if your current system allows your members and customers to update their field names, fix that now! You'll thank me later.

Wes's Wednesday Wisdom Archives

Share your successes!

May 8, 2024

Share your successes! I was speaking at an association meeting recently and one of the points […]

What are YOUR data integrity reports?

May 1, 2024

What are YOUR data integrity reports? Sitting in an AMS demo with a client recently, […]

You might have to do SOME of the work yourself!

April 24, 2024

You might have to do SOME of the work yourself! Many, many years ago I […]

Don’t manage to the exception!

April 17, 2024

Don’t manage to the exception! One of the universal truths about data management is, wherever possible, […]

It’s always about improvement

April 10, 2024

It’s always about improvement Talking with a client recently, she expressed frustration about one particular project […]

Don’t be a hoarder!

April 3, 2024

Don’t be a hoarder! The simple truth is that it’s almost “free” to collect data. […]

With data analytics (as with most things), keep it simple!

March 27, 2024

With data analytics (as with most things), keep it simple! Over the past several years […]

Don’t forget about periodic maintenance

March 20, 2024

Don’t forget about periodic maintenance Just as most automobiles need periodic maintenance, keeping your data as […]

Users Groups are ALWAYS Valuable

March 13, 2024

Users Groups are ALWAYS Valuable I am a huge fan of users groups. (Here’s a […]

But will you DO anything with that data?

February 28, 2024

But will you DO anything with that data? I frequently exhort my clients to always answer […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top