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While working in Word, users often encounter issues when sending proposals to new customers after modifying previous ones. This may lead to mistakes, such as retaining the old customer's name. To avoid this, utilize Word's Fields feature to streamline the process. Instead of manually entering the customer's name, create a custom field. Navigate to File - Info - Properties - Advanced Properties and add a field called "customer name." This enables easy insertion of the current customer's name into documents. To use the field later, go to Insert - Quick Parts - Fields. This feature helps prevent errors and saves time when drafting proposals.
