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When working in Word, we often need to send proposals to new customers and may rely on previous proposals. This can lead to errors, such as forgetting to update the previous customer's name. To avoid this, utilize the Fields feature in Word. Begin by accessing the File menu, then Info, and select Properties followed by Advanced Properties, where you can create custom fields. Create a field labeled "customer name" and enter the customer’s name. Whenever you need to insert the customer's name, navigate to Insert, then Quick Parts, and select Fields. This method ensures accuracy while saving time, eliminating the risk of retaining old customer information in new proposals.
