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

Don’t Forget Your Speakers!

July 29, 2020

Don’t Forget Your Speakers! A phenomenon I’ve noticed over the years is that my clients will […]

90% of your data is never touched a second time

July 22, 2020

90% of your data is never touched a second time I heard recently on a […]

Newton’s First Law

July 15, 2020

Newton’s First Law Part of Newton’s First Law states that “…an object in motion stays […]

No System is Perfect

July 7, 2020

No System is Perfect While it may sound trite, it bears repeating that no data management […]

Data Accretes

July 1, 2020

Data Accretes One of my very first jobs in the association world was managing the production […]

Don’t be so lazy…

June 24, 2020

Don’t be so lazy… One of the things that attracted me to the software world […]

Don’t try to do everything at go-live

June 17, 2020

Don’t Try to do Everything at Go-live When implementing a new AMS, there is a […]

Make sure your system has broad support

June 10, 2020

Make sure your system has broad support An AMS vendor pointed out to me recently […]

You have to have the right people in place

June 10, 2020

You have to have the right people in place This may seem obvious, but I’ll […]

Ask “What” not “Why”

June 3, 2020

Ask “What” not “Why” As a consultant, one of my favorite questions to ask my […]

Leave a Comment

Your email address will not be published.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

Scroll to Top