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
“Many mickles make a muckle.”
“Many mickles make a muckle.” “Many mickles make a muckle.” – George Washington Apparently, this […]
It’s easy to collect; it’s harder to manage
It’s easy to collect; it’s harder to manage The beauty of today’s highly configurable AMS […]
Tell them why you want the data
Tell them why you want the data Because data is so easy to collect these […]
Don’t get hung up on something minor
Don’t get hung up on something minor I’m a problem solver. I love to solve […]
Be flexible, especially for unusual requests
Be flexible, especially for unusual requests One of the great benefits of off-the-shelf association management software (AMS) […]
“Her eyes were bigger than her stomach.”
“Her eyes were bigger than her stomach.” When I was a child, my siblings used […]
Once you buy crap…
Once you buy crap… “When you buy something cheap and bad, the best you’re going […]
It could always be worse
It could always be worse Because most of us don’t have the benefit (like I […]
It’s all about managing expectations
It’s all about managing expectations I placed an order online on a Friday and the […]
Experience is the best teacher
Experience is the best teacher Experience is the best teacher. Every one of us has […]
