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
Training and testing
Training and testing I’ve written before that the best form of training follows this process: […]
How to save a “failing” project
How to save a “failing” project It is not unusual for me to receive a […]
How to avoid the “IT black hole”
How to avoid the “IT black hole” Going all the way back to my days […]
The “People” are important!
The “People” are important! I’ve written a lot about people, process, and technology over the […]
Always look for the MVP
Always look for the MVP I first wrote about minimum viable product (MVP) just three […]
The longer you take, the longer it will take
The longer you take, the longer it will take It may sound like a tautology, […]
Data is for action
Data is for action When deciding whether or not to collect a piece of data, […]
Have you shopped yourself?
Have you shopped yourself? I’ve always been fascinated by the “secret shopper” concept. (Maybe it’s […]
To improve adoption, decrease the friction
To improve adoption, decrease the friction “Before you try to increase your willpower, try to […]
“Is this normal?”
“Is this normal?” ne of the greatest parts about my job is that I get […]
