As the title suggests, it doesn’t seem to be possible to have account names containing an @ symbol. Although the account mainly works as expected, when trying to navigate to the account using a Navigate Module action the user is actually taken to the main accounts overview, rather than the specific account I wanted to show.
This is dangerous because I don’t want all my users being able to see all accounts. Clearly I can change the naming of my accounts to use the name instead of email address, but even if I do so, if an operator created a new customer with an @ randomly in their name and then used some form of automation that I had created with a good intention, they will find themselves with access to all accounts…
I would rather just use a randomly created customer ID and allow my team to specify name and email address as customer fields… but I have asked that before I just shot-down.
Therefore email address is good enough as a unique ID, so I decided to use that for the customer name.
The real danger here is that if you have a customer account naming template containing something like [NAME] and the operator drops an @ in their (maliciously or by accident) then they can gain full access to the accounts screens.
Not sure about shot down, pretty sure I offered you a sugestion… If you create new entities using automation and [?prompts] like in my room booking setup which creates a booking entity rather than guest entity and it auto populates the entity name with a booking number generated using date and a random suffix.
No, I wasn’t referring to that thread, I was referring to this one…
In terms of using the prompts… I really want to keep things as close to the core functionality as I can, although at this point I have made so many changes I maybe should just go with your custom entity creation method.