Would be helpful if there's a function, once a property is marked unconditional, there is a pop-up window to auto set up Anniversary email that allow email template attachment with customized client's name (also with ticked box to select for it to be sent out annually on the same date and option to select end date). Where it was set up, it should have a Edit button to allow changes anytime.

Currently it need to add reminder, then add track on the reminder and set up recurring, which I am not quite sure how it works. Many Thanks.