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In this tutorial, the speaker addresses a common issue when creating proposals in Word, where users often copy and modify existing documents, potentially leaving old customer names. To avoid this, the tutorial introduces the use of Word's Fields feature. Users are guided to create a custom field for customer names by navigating to File > Info > Properties > Advanced Properties, then adding a field labeled "customer name." This allows for easier insertion of the customer name into proposals without manual edits. When needed, users can insert this field by going to Insert > Quick Parts > Fields, streamlining the proposal process and preventing errors.
