Objective
To categorize client properties as either commercial or residential with specific nicknames for easy identification in the system.
Key Steps
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Access the client's profile in the system.
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Under the client's properties, assign a nickname for each property indicating its type (e.g., business, commercial condo, residential house).
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Save the property details.
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Refresh the claim page to view the categorized properties with their respective nicknames.
Cautionary Notes
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Ensure accurate spelling and clear differentiation between commercial and residential properties.
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Double-check the property nicknames to avoid confusion during claim management.
Tips for Efficiency
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Use consistent naming conventions for property types to streamline identification.
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Regularly update and review client property categorizations for accuracy and clarity in the system.