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When creating proposals in Word, users often face the issue of accidentally leaving an old customer's name in a document meant for a new client. Instead of manually updating the name each time, it's advisable to use Word's Fields feature. To do this, open the File menu, navigate to Info, then Properties, and select Advanced Properties. In the last tab, users can create a custom field, such as "customer name," and add a specific customer's name. When drafting a proposal, the user can easily insert the customer's name by going to Insert, then Quick Parts, and selecting Fields. This method minimizes errors and streamlines the document creation process.
