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When working with Word, users often encounter issues when sending proposals to new customers, especially if similar proposals have been previously sent to existing customers. A common mistake is failing to replace the old customer's name, leading to potential problems. To avoid this, Word offers a feature called Fields. Instead of manually entering customer names, users can create a custom field for the customer's name. This can be done by navigating to File > Info > Properties > Advanced Properties, and adding the custom field. When preparing a sales proposal, users can easily insert the customer name by going to Insert > Quick Parts > Fields, ensuring accuracy and preventing errors.
