Convert attachments in emails from contractors into a new certificate upload
Description
Uploading certificates is unnecessarily time consuming.
You have to enter the property card, click on Certificates on the left, find the relevant certificate, click on it, edit the record and enter a new due date and new expiry date, save it, click on uploads and upload the certificate.
Can I suggest a new solution: On the screen where you can see the attachments in emails, have an action button, one of which is "Create new certificate upload". This could then present a dialog box with three items:
Property address
Certificate type
Effective until
By progressing you would have completed a long winded process and reduced the risk of error (in having to download the right document, etc).
For a bonus it would be useful if the PDF file or image file could be embedded in the page so you can zoom in and look for expiry dates and check they are valid, without having to download first.
Activity