Of course, best practice is to avoid creating duplicate records in the first place - so the first group of tools block the creation of new records with the exact same name and email as an existing record. The prevention tools are already enabled on your site, no action on your part is necessary.
If duplicate records are created, the User page provides filters to identify potential duplicates and the ability to merge two user records.
During Migration and Imports:
Returning customers can migrate (copy) User and/or Donor records between event sites.
All customers can self-import (or upload) User and Donor records from a spreadsheet.
By default, the migrator and importer will not create a new record if there is an existing record with the exact same name and email.
This process keeps the first record created and discards all later matches (whether the initial record already existed on the site or was created earlier during the same migration/import).
Since the first record is retained, regardless of quality, you may want to override the default and elect to import/migrate the duplicates to allow you to review and evaluate which record to retain and which to manually delete or merge:
During Online Transactions:
New User Records are created during all Online transactions.
The best way to prevent duplicate records from being created is to use the built-in invitation system to email personal links to your supporters that already have user records. The personal link brings them to the desired page/form and logs them in - making it easy for them to participate AND ensuring that they will use their existing account.
If someone with an existing account arrives at your event site w/o an invitation to buy tickets and/or sign up to bid - the software will recognize their email address and direct them to retrieve an email to continue with their transaction. These are the screen messages that will redirect them to retrieve an email for access:
During Ticket Sales:
If your team is entering ticket sales, the internal form (Tickets > Sell a Ticket) will suggest and allow you to select existing records with the same name and/or email:
To protect personal information, the software does not allow online ticket buyers to search for or select existing user records for their guests. However, if they provide guest info which matches an existing record, the automated notification will include an alert that a duplicate record may have been created so it can be merged, if necessary.
If you suspect that duplicate records have been created, the User page can be filtered to show potential duplicates:
Go to Admin > Manage Users > Common Filters > Duplicate Users.
Merge or Delete Duplicates:
Duplicate records can be deleted individually or in bulk, as long as there are no purchases, donations, or bids associated with the record.
User records can also be merged - a process which allows you to retain the best contact info and combine all transactions into a single record.