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When drafting proposals in Word, users often encounter issues when trying to update customer names from previous documents, which can lead to errors. Instead of manually replacing customer names, a more efficient method involves using Word's Fields feature. To create a custom field for customer names, navigate to File > Info > Properties > Advanced Properties, and add a new field for the customer's name. Once set up, whenever you need to insert the customer's name into a document, simply go to Insert > Quick Parts > Fields. This allows for easy and accurate updates to customer information without the risk of retaining incorrect names from previous files.
