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When working in Word, a common issue arises when sending proposals to new customers, particularly when reusing older proposals. This can lead to errors if the previous customer's name is not updated. To resolve this, you can use Word's Fields feature to automate customer name insertion. Instead of manually replacing names, create a custom field for the customer name via File menu > Info > Properties > Advanced Properties, then add it. When preparing a proposal, simply use Insert > Quick Parts > Fields to insert the correct customer's name, ensuring accuracy and avoiding confusion from previous documents.
