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When preparing proposals in Word, it's common to mistakenly leave old customer names in documents. To avoid this, utilize Word's Fields feature instead of manually replacing names. Start by going to File, then Info, and select Properties followed by Advanced Properties to create a custom field labeled "customer name." After adding a customer's name, you can easily insert this field in future documents. Navigate to Insert, then Quick Parts, and choose Fields to access your custom field when needed. This method streamlines the process and helps prevent errors in customer names.