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
Once you know, what will you do?
Once you know, what will you do? I’ve yet to meet a client who didn’t […]
If it’s not in your AMS, why not?
If it’s not in your AMS, why not? I like to tell my clients they’ll […]
Why checkboxes and tags are awesome and dangerous
Why checkboxes and tags are awesome and dangerous One of the most common functions in […]
Don’t miss obvious engagement data
Don’t miss obvious engagement data What I’ve experienced with my clients over the years is […]
All data requires active management
All data requires active management It’s a simple fact of data management that is often […]
Documentation is critical for consistency
Documentation is critical for consistency There are so many reasons why documenting your data management […]
Consumer demands change and technology changes
Consumer demands change and technology changes When I work with clients on the selection of […]
Why I write
Why I write Thirty years ago, I started a new job as director of membership […]
DAN – The Data Analytics Network
DAN – The Data Analytics Network I’m a huge fan of users groups (both internal […]
Process before technology
Process before technology In a conversation with a client recently, I was reminded (yet again) […]