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
Always, ALWAYS budget for more training
Always, ALWAYS budget for more training Always, ALWAYS budget for more training. I don’t know how else […]
We’ve always done it that way
We’ve always done it that way A couple of weeks ago I wrote about approving memberships, […]
Are you sure it doesn’t do that?
Are you sure it doesn’t do that? Even after 20 years of consulting, I’m surprised […]
Be grateful
Be grateful As Thanksgiving approaches here in the US, I’m reminded of two words: Be […]
Do you really need to approve them?
Do you really need to approve them? I often joke that the very best (because […]
Negativity bias is why we need database PR
Negativity bias is why we need database PR I’ve written before how cognitive biases can affect […]
A system change requires a culture change
A system change requires a culture change By its very nature, when you introduce a […]
Where is that data?
Where is that data? This is what data management nirvana looks like: When the question starts with […]
Be deliberate, but act quickly
Be deliberate, but act quickly Be deliberate, but act quickly. These are my words of […]
Why associations don’t like the “S” word
Why associations don’t like the “S” word A couple of weeks ago I asked my […]
