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When creating proposals in Word, there's a common issue of accidentally retaining the name of an old customer when modifying a file for a new customer. To avoid this, you can utilize a feature in Word called Fields. Instead of typing the customer's name manually, you can create a custom field for the customer's name. To do this, navigate to File - Info - Properties - Advanced Properties, and in the last tab, create a field named "customer name" and add it. When you need to insert the customer's name into your document, go to Insert - Quick Parts - Fields. This method streamlines the process and helps prevent errors in customer names.
