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In this video tutorial, the speaker addresses a common issue in Microsoft Word where users often need to recreate proposals for new customers, risking the retention of previous customers' names. To avoid this problem, the tutorial introduces the concept of using fields in Word. The process involves navigating to File > Info > Properties > Advanced Properties to create a custom field named "customer name." This allows users to easily insert the appropriate customer's name into their documents without manually typing it each time, thus preventing potential errors. The tutorial emphasizes the efficiency of this method, particularly when preparing sales proposals.
