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When working in Word, a common issue arises when sending proposals to new customers based on previous ones. Users often open an original file, save it as a new one, and replace the customer's name, risking the retention of the old customer's name. To avoid this problem, the tutorial suggests using Word's Fields feature. Instead of manually typing the customer’s name each time, users should create a custom field for the customer’s name. This can be done by navigating to File > Info > Properties > Advanced Properties, and adding a custom field. To insert the customer’s name later, users can go to Insert > Quick Parts > Fields, ensuring accuracy and reducing errors.
