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

Everything should be focused on improving user adoption

February 22, 2023

Everything should be focused on improving user adoption Your AMS is a tool, and a […]

Needs change over time, and that’s OK

February 15, 2023

Needs change over time, and that’s OK I was speaking with a couple of association […]

The vaguer the question, the vaguer the answer

February 9, 2023

The vaguer the question, the vaguer the answer As the old saying goes, the devil […]

The best choice given the information you have

February 2, 2023

The best choice given the information you have “Hindsight is 20/20” is a cliché because, […]

Action isn’t the same as progress

January 25, 2023

Action isn’t the same as progress I’ve written before that not taking action is an […]

Start with the end in mind

January 18, 2023

Start with the end in mind Like so many, I probably first heard the phrase […]

It’s quiet in here…maybe TOO quiet…

January 11, 2023

It’s quiet in here…maybe TOO quiet… One of the truisms of data management is that […]

It’s ALWAYS about expectations

January 4, 2023

It’s ALWAYS about expectations The headline reads: “Tesla sets record for vehicle deliveries, an increase […]

It’s hard to get UNangry

December 14, 2022

It’s hard to get UNangry I often emphasize to my clients the importance of testing […]

Some history IS important!

December 7, 2022

Some history IS important! When I’m advising clients on data conversion (moving data from one […]

Leave a Comment

Your email address will not be published.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

Scroll to Top