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When drafting proposals in Word, users often mistakenly retain previous customer names, leading to potential issues. To avoid this, utilize Word's Fields feature. Instead of manually entering customer names each time, you can create a custom field. First, navigate to the File menu, select Info, then Properties, and choose Advanced Properties. In the last tab, create a custom field named "customer name" by entering one customer's name and clicking 'add.' This way, for any sales proposal, you can easily insert the customer's name by going to Insert, Quick Parts, and then Fields. This method simplifies the process and prevents errors with customer names.
