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When working in Word, a common issue is reusing proposals but forgetting to replace customer names completely. By using Fields in Word, you can create a custom field for customer names to avoid this problem. Simply go to File - Info - Properties - Advanced Properties to create a custom field, such as customer name. Then, when needed, go to Insert - Quick Parts - Fields to easily insert the customer name into your document. This feature streamlines the process and prevents errors in your proposals.
