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When creating proposals in Word, a common issue is accidentally retaining old customer names while replacing them for new clients. To avoid this, utilize Word's Fields feature for efficient customer name management. Start by opening the File menu, selecting Info, and then Properties. Access Advanced Properties to create a custom field labeled "customer name." Enter the customer's name and click add. In your proposal, whenever you need to insert a customer name, go to Insert > Quick Parts > Fields. This allows for easy updates without the risk of mistakes, streamlining the proposal process.