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In Word, users often face issues when sending proposals to new customers while accidentally retaining information from previous ones. To avoid confusion, a more efficient method involves creating a custom field for the customer's name. Instead of manually editing each document, you should navigate to File - Info - Properties - Advanced Properties, and create a custom field labeled "customer name." After adding the customer's name, you can easily insert it into any document by going to Insert - Quick Parts - Fields, ensuring accuracy and preventing errors in proposals. This feature streamlines document preparation and enhances professionalism.
