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In Word, when sending proposals to new customers, it can be problematic if you accidentally leave the old customer's name in the document. Instead of manually replacing names, you can use the Fields feature in Word to streamline the process. To create a custom field for the customer's name, access the File menu, then Info, followed by Properties, and finally Advanced Properties. In the last tab, create a custom field named “customer name” and add the desired name. When you need to insert the customer's name in your proposal, go to Insert, then Quick Parts, and select Fields. This method helps prevent errors and saves time in proposal preparation.
