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When preparing a proposal in Word, users often encounter the issue of inadvertently sending an outdated customer name. To avoid this mistake, instead of manually replacing the name in a copied document, you can utilize the "Fields" feature in Word. Start by navigating to the File menu, then Info, Properties, and Advanced Properties to create a custom field labeled "customer name." After adding the desired customer's name, you can insert this field into your document. When needed, go to Insert, Quick Parts, and select Fields to easily retrieve and insert the customer name, ensuring accuracy and efficiency in your proposals.
