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In Word, a common issue arises when sending proposals to new customers using a similar document previously sent to others. Often, the old customer's name remains, causing potential confusion. To avoid this, use Word’s Fields feature. Instead of manually replacing customer names, create a custom field. Access it through the File menu - Info - Properties - Advanced Properties. In the last tab, you can create a field named "customer name," then add the customer's name. When needed, you can easily insert this field instead of typing, by going to Insert - Quick Parts - Fields, ensuring consistency and preventing errors in your proposals.
