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
Data managers vs data consumers
Data managers vs data consumers When I work with clients on any data management project, […]
Another universal truth
Another universal truth There are many universal truths in data management. Some examples: You will […]
Don’t miss this year’s DAN Science Fair!
Don’t miss this year’s DAN Science Fair! I’m taking a break from my weekly tips […]
Just start. And it’s never done.
Just start. And it’s never done. Last week I had the opportunity to lead a […]
Don’t ask if you’re not going to answer!
Don’t ask if you’re not going to answer! In the past week, on three different […]
Seek forgiveness rather than permission
Seek forgiveness rather than permission “Seek forgiveness, not permission.” I can’t remember when I first […]
Is a 360 degree view necessary?
Is a 360 degree view necessary? “A 360 degree view of our members should NOT […]
Why data matters
Why data matters I write about data because managing our data effectively will help us […]
It’s about process
It’s about process I’m in the midst of adding an AI agent to my website […]
Data integrity reports
Data integrity reports I speak and write a lot about data integrity reports. So I […]
