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
A Data Integrity Report…for Reports!
I’ve written elsewhere about the value of data integrity reports. But one of the most […]
Simple rules for complex systems
Simple rules for complex systems I first heard the phrase “simple rules for complex systems” […]
Accentuate the positive
Accentuate the positive I’ve written before about the importance of database public relationsand celebrating success. I’ll add […]
Annual dues vs. anniversary dues
Annual dues vs. anniversary dues I served as director of membership for several years at […]
A change of systems requires a change of mindset
Every AMS vendor will tell you that the toughest part of implementing a new system […]
It doesn’t have to be optimal to be beneficial
It doesn’t have to be optimal to be beneficial I’m a big fan of the […]
Look for small wins
Look for small wins One of the toughest things about system implementation is simply how […]
Are you closing the loop?
Are you closing the loop? If your association does a call for presentations for any […]
Declare victory and move on
Declare victory and move on The law of diminishing returns is the point at which the […]
Clean as you go
Clean As You Go A good cook or baker knows that, when working in the […]