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In Word, a common challenge arises when sending proposals to new customers using previously sent documents, often leading to errors like the old customer's name remaining in the text. To avoid this, utilize Word's Fields feature. Instead of manually replacing names, create a custom field for the customer's name. Open the File menu, select Info, then Properties, and proceed to Advanced Properties where you can add a custom field. Name it (e.g., "customer name"), then access it easily in the future by going to Insert, Quick Parts, and selecting Fields. This method streamlines the process, ensuring accuracy in customer proposals.
