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 integrity reports
Data integrity reports I speak and write a lot about data integrity reports. So I […]
The most important training tip
The most important training tip I’ve been sitting in a lot of database training sessions […]
Be careful about getting tangled
Be careful about getting tangled “We had done a lot to tangle ourselves up.” – […]
Discipline. Always discipline.
Discipline. Always discipline. I’ve been producing a newsletter in some form for over 25 years […]
Simpler is better
Simpler is better Recently, a client of mine was discussing how they manage membership reinstatements. […]
Baby steps
Baby Steps A journey of a thousand miles begins with a single step. You have […]
Sometimes what you’re using IS the best option
Sometimes what you’re using IS the best option I love technology and I’m inherently lazy, […]
Do they hate the system?
Do they hate the system? When an association asks me for help finding a new […]
Artificial Intelligence is the next revolution in data management
Artificial Intelligence is the next revolution in data management I’ve been in the data management […]
There’s always gonna be something
There’s always gonna be something I’ve been consulting for 26 years now and I’m still […]