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When creating proposals in Word, users often encounter the issue of accidentally retaining an old customer's name when modifying a previous document. Instead of manually replacing names, a more efficient method involves using Word's Fields feature. To implement this, navigate to File, then Info, and select Properties followed by Advanced Properties to create a custom field for the customer's name. After adding the customer's name, whenever you need to insert it into your proposal, simply go to Insert, then Quick Parts, and select Fields. This process helps prevent errors and streamlines the creation of proposals for new customers.
