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In Word, when creating proposals for customers, it's common to accidentally retain old customer names from previous documents, leading to potential issues. To avoid this, utilize Word's Fields feature. Instead of manually entering customer names each time, create a custom field. To do this, go to the File menu, select Info, then Properties, and choose Advanced Properties. In the last tab, you can create a custom field named "customer name." After adding the name of a customer, you can easily insert it later by navigating to Insert, then Quick Parts, and selecting Fields. This ensures accuracy and saves time when generating proposals.
