As some of you know, with the exception of the podcast where we keep straight face, Joel and I disagree a lot. This time I think he is wrong and I am right (I think that most of the time, to be fair). Without further ado, our most recent squabble.
George
I’ve had it with first and last names (project I was working on had a list of countries where these names are to be swapped when building the full name o__O). It’s culture dependent and mostly useless except when searching by the surname. So the idea I’m entertaining to use form now on for contacts:
- Use just name which is the same as the fullname (just remove first name and relabel the last name). Example: George Doubinski, Mao Dze Dun, Mao Zedong, Schnitzel Von Krumm, Joel Ave Maria Johnathan Batista Lindstrom.
- Use salutation to determine how to address the contact, e.g. George, Shifu, Leader, Dog, Mr & Mrs Lindstrom etc. That’d be used in the letters as in Dear Leader, Dear Shifu, Dear Mr & Mrs Lindstrom, etc.
Any issues with this approach? (Apart, of course, from the need to fill in an archaic form that requires separate first and last names)
Joel
Kind of funny, I was just having a conversation about this specific idea with a client lately. Their source system only had a single name for contacts, which made moving them into CRM a bit of a challenge.
I can see the attraction of having a single name; however, as I see it, there are two major downsides:
- Outlook sync. IMO the sync experience is weird if you don’t have separate first and last names, especially since that is how Outlook and most contact management applications on phones, etc do it. So if your CRM contacts start syncing in with only the last name/surname field populated, it looks really out of place if you have other contacts with separate first and last names.
- You are limiting options for direct mail/mail merge/marketing automation. If your client ever wants to do any kind of targeted marketing with CRM data, not having separate first and last name fields precludes having templates that say “Dear John” or “Mr. Doubinski.” I’ve had too many cases where a client tells me “we’re never going to …” to turn around and need to do that thing later.
My approach is to have an alternate firstname lastname field that stores the name in the opposite order of the fullname field and make it searchable. That way if I search for “Redlaces, Captain” or “Captain Redlaces” I get a result.
George
Haven’t thought about 1 but for 2 is exactly what salutation is about. So my name is George Doubinski but I’d prefer if you address me as Dear <salutation>, e.g. Dear Shifu.
The challenge with the first names is that in many countries they have the exactly opposite meaning, e.g. China. I know that for you, being in egocentric North America, it’s a concept that is hard to fathom but I thought after your visit to Japan you’d have a bit more appreciation of what we’re dealing with on a daily basis trying to offload the coal surplus?!
Joel
I agree that it is most useful for Asian countries. For North America, you would want the option to use the last name, such as Mr. Doubinski
George
Oh boy… “How would you like us to address you? Mr Lindstrom? OK” (busily writing “Mr. Lindstrom” in salutation field)
Does it work for you?
Joel
What about “Dear first name, we would like to invite you and the rest of the [lastname] family to our event?” Not saying that is everyday, but not unheard of.
George
Oh man, imagine if the guy is single because his family [insensitive blurb removed]. Who’d be responsible for his suicide then?!
Not saying that is everyday, but not unheard of.
Joel
The client is a life insurance company. They would have updated his marital status in CRM
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As you can see, we were quickly getting nowhere. Everyone is holding their ground firm. What do YOU think?