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People and memberships · 5 min read

Manage multiple email addresses, custom fields, and tags

Keep a person’s addresses and structured roster information together without duplicates.

Updated August 18, 2026

Manage email addresses

Open a person from the directory. Under General, an Admin can edit existing addresses, choose the Primary address, remove a secondary address, or choose Add email address.

  • Primary identifies the address displayed throughout the directory and retained as primary during a merge.
  • Every active eligible address receives mail for the person’s group memberships, not only the Primary address.
  • Each address must be unique within the account so one delivery address cannot belong to two active people.
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Crisp TellTell person details showing Maya Kim’s name, two email addresses, Primary choice, tags, and relationship fields.

One person can hold several deliverable addresses and the directory fields your account needs.

  1. 1Editable name
  2. 2All attached email addresses
  3. 3Primary address selection
  4. 4Tags and custom fields

Use custom fields and tags

Custom fields keep roster information beside the person it describes. Depending on account setup, fields can hold text, numbers, dates, choices, yes-or-no values, phone or mailing details, messaging handles, and relationships to other people.

Tags are a protected multi-choice field designed for flexible labels such as Student, Parent, Coach, Alumni, or Team admin. A person can have several tags.

Choose the right place for information

  • Use an additional email address when the same person should receive group mail in more than one inbox.
  • Use a tag for reusable categories that may overlap.
  • Use a custom field for structured roster facts you want to display, filter, import, export, or bulk-edit.
  • Use a membership only to say that a person belongs to a specific group.

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