Thanks for the response Mark.
I set up an Emails table with a Rich text field. This table will email a record to a client�s email address field each month requesting the person to click a link to edit the record in QB.
I want to be able to insert a few field values that should change depending on the date and the Related Client the email is being sent to. The fields are bolded in the attached image.
As I write this I�m thinking this could also be done in the HTML portion of the notification builder. But my goal was to give users who won't have access to the Notifications feature be able to edit the email in Rich text format.