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When preparing proposals in Word, users often face the issue of accidentally sending old customer names, leading to potential problems. To solve this, one can use Word's Fields feature instead of manually replacing customer names. To create a custom field for the customer name, navigate to File > Info > Properties > Advanced Properties, then go to the last tab to create a new field. After naming the field (e.g., "customer name"), click "Add." This allows for easy insertion of the customer's name in future proposals by selecting Insert > Quick Parts > Fields, ensuring accuracy and efficiency in document preparation.
