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In Word, when sending proposals to new customers, the risk of mistakenly retaining an old customer's name is common. To avoid this, utilize the Fields feature in Word. Instead of manually typing customer names, create a custom field. To do this, go to the File menu, select Info, then Properties, and choose Advanced Properties to add a custom field for "customer name." When you need to insert the customer’s name in your sales proposal, you can easily access it by navigating to Insert, then Quick Parts, and selecting Fields. This method helps ensure accuracy and saves time in document preparation.
