Contact data · 7 min

Maintain contact information with a source

Keep authorized addresses, email, phone and locations usable over time.

Contact data should be current enough for the intended workflow and limited to information the union is authorized to maintain.

Step 01

Record provenance

Note whether the information came from the member, an employer file, a staff correction or another approved source.

Step 02

Respect preference and purpose

Use preferred channels and classifications consistently, especially where bulk communication or consent is involved.

Step 03

Resolve conflicts

Define which source wins when values disagree and preserve a controlled correction history.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.