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

Eyes wide open and affirmative decision-making

April 16, 2025

Eyes wide open and affirmative decision-making When I work with my clients on any type […]

Honoring an industry legend

April 9, 2025

Honoring an industry legend I’m taking a break from my usual data management tips to […]

Never burn a bridge

April 2, 2025

Never burn a bridge My children have reached the age where they have, or are, […]

You CAN compete with the big guys…

April 2, 2025

You CAN compete with the big guys… In my experience, associations often undersell their actual […]

Join (or start) your users group!

March 26, 2025

Join (or start) your users group! Today’s message is simple: If the AMS you’re using […]

They don’t care, until they care.

March 19, 2025

They don’t care, until they care. One of the more common questions I get from […]

Longfellow and data management

March 12, 2025

Longfellow and data management “We judge ourselves by what we feel capable of doing while […]

Do you really need all that historical data?

March 5, 2025

Do you really need all that historical data? A question I’ll often get from my […]

AI actually requires thinking

February 26, 2025

AI actually requires thinking “I don’t think AI introduces a new kind of thinking. It […]

It’s not the mistakes, but how you respond

February 19, 2025

It’s not the mistakes, but how you respond Recently a client was complaining about a bug that […]

Leave a Comment

Your email address will not be published.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

Scroll to Top