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

It’s not what happens, but how you react…

February 21, 2024

It’s not what happens, but how you react… “It’s not what happens to you, but […]

Saying it and doing it are two different things

February 14, 2024

Saying it and doing it are two different things When I work with my clients […]

Benefits downstream are difficult to implement

February 7, 2024

Benefits downstream are difficult to implement In my 25 years of consulting, one of the […]

Your first answer may NOT be the right answer!

January 31, 2024

Your first answer may NOT be the right answer! I’m a big believer in “go […]

You don’t have to automate EVERYTHING to be successful

January 25, 2024

You don’t have to automate EVERYTHING to be successful I was discussing a data management […]

Technology won’t solve your process problems

January 17, 2024

Technology won’t solve your process problems Over the past few years I’ve watched as many […]

“Screen noise” is a real thing. You might be able to fix it.

January 10, 2024

“Screen noise” is a real thing. You might be able to fix it. One of […]

Success Starts at the Top

December 20, 2023

Success Starts at the Top I recently had a conversation with an association staffer who was […]

Who are you bringing along?

December 13, 2023

Who are you bringing along? Last week I had the opportunity to attend the AWTC […]

Write it down!

December 6, 2023

Write it down! If you’re in the market for a new AMS (or any new […]

Leave a Comment

Your email address will not be published.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

Scroll to Top