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When creating proposals in Word, users often face issues with retaining old customer names when reusing documents. This can lead to problems if the old name is accidentally left in the proposal. A helpful solution is to utilize Word's Fields feature. Instead of manually replacing customer names, users can create a custom field for the customer name. To do this, go to File - Info - Properties - Advanced Properties, and add a custom field for the customer's name. When drafting a new proposal, the user can simply access the field through Insert - Quick Parts - Fields, ensuring the correct customer name is always used without manual edits.
