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 to celebrate!
Don’t forget to celebrate! Truth be told, I’m not a big celebrator. (Maybe it’s because […]
Three thoughts on duplicate records
Three thoughts on duplicate records Duplicate records are a reality in any database of any size, […]
Please don’t do this…
Please don’t do this… I’ve noticed a trend among online retailers that I want to […]
AI is perpetually patient
AI is perpetually patient My friend and colleague Noel Shatananda of fusionSpan was providing me some […]
User adoption is (almost) all that matters…
User adoption is (almost) all that matters… I was speaking with an association recently about their […]
When “overcommunicating” becomes overwhelming
When “overcommunicating” becomes overwhelming There is a common belief in project management and general business management that overcommunicating […]
Communicating when there is a major technology change
Communicating when there is a major technology change For those of you who are ASAE […]
Everything works, until it doesn’t.
Everything works, until it doesn’t. “If something cannot go on forever, it will stop.” – […]
Some things are unknowable
Some things are unknowable One of the most challenging aspects of moving to a new […]
Do we have access to that data?
Do we have access to that data? When I work with my clients on a […]
