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When working in Word, users often face the challenge of sending proposals to new customers while accidentally retaining the names of previous clients. To avoid this issue, instead of manually replacing names, one can utilize Word's Fields feature. To create a custom field for the customer’s name, navigate to the File menu, select Info, then Properties, and access Advanced Properties. Here, you can create a field labeled "customer name" and input the desired name. When preparing a sales proposal, you can easily insert the customer's name by going to Insert, then Quick Parts, and selecting Fields. This method ensures accuracy and saves time by eliminating the risk of keeping outdated names in proposals.
