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In Word, when sending proposals to new customers, it can be problematic to replace an old customer's name after opening a similar file. To avoid this issue, you can use a feature called Fields. Instead of manually typing the customer's name, create a custom field. To do this, go to File > Info > Properties > Advanced Properties, and in the last tab, add a field labeled "customer name" with the desired name. Whenever you need to insert the customer's name, navigate to Insert > Quick Parts > Fields. This method helps prevent errors from old customer names remaining in the document.
