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When creating proposals in Word, users often mistakenly retain old customer names when reusing files. To avoid this issue, Word's "Fields" feature can be utilized. Instead of manually replacing names, you can create a custom field for the customer's name. To do this, open the File menu, go to Info, then Properties, and select Advanced Properties. Under the last tab, create a custom field labeled "customer name" and add the desired customer name. For future proposals, you can easily insert the customer's name by navigating to Insert, then Quick Parts, and selecting Fields, ensuring accuracy and efficiency in your documents.
