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

Painting the Bridge

May 24, 2023

Painting the Bridge According to this article, the Golden Gate Bridge is painted continuously year-round. […]

Maintenance isn’t sexy

May 17, 2023

Maintenance isn’t sexy I remember reading once long ago that one of the reasons our […]

“Will I still have a job when this is done?”

May 10, 2023

“Will I still have a job when this is done? While working with a client […]

Evolution, not revolution

May 3, 2023

Evolution, not revolution I don’t recall where I first heard it many decades ago, but […]

The power of the users’ group

April 26, 2023

The power of the users’ group Recently in an online users group forum for an […]

Who is your data evangelist?

April 19, 2023

Who is your data evangelist? I was recently talking with a client of mine about […]

Who is your data evangelist?

April 19, 2023

Who is your data evangelist? I was recently talking with a client of mine about […]

Ratio of Data to Errors

April 12, 2023

Ratio of Data to Errors One of the elements of a good data governance plan […]

Back to basics

April 5, 2023

Back to basics Over the past couple of years I’ve noticed that some AMS vendors […]

Your people matter

March 29, 2023

Your people matter I’ve written many times about how people, process, and technology have to […]

Leave a Comment

Your email address will not be published.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

Scroll to Top