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In Word, when sending proposals to new customers, it's common to accidentally leave an old customer's name in the document, which can lead to issues. To avoid this problem, you can use a feature called Fields. Instead of manually replacing customer names, create a custom field for the customer name. To do this, go to File > Info > Properties > Advanced Properties, and in the last tab, create a field named "customer name." After adding the customer's name, you can easily insert it in future documents by going to Insert > Quick Parts > Fields. This method streamlines the process and helps prevent errors.
