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When creating proposals in Word, users often accidentally retain an old customer's name when modifying existing documents. To avoid this issue, the video introduces the use of Word's Fields feature. Instead of manually replacing customer names, you can create a custom field. To do this, navigate to File > Info > Properties > Advanced Properties, and create a field called "customer name." After adding the customer's name, you can easily insert it anytime by going to Insert > Quick Parts > Fields. This method ensures accuracy and saves time when preparing proposals for new customers.
