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LineLeader Enroll - Logging a Past Activity or Event
LineLeader Enroll - Logging a Past Activity or Event

This article explains how to record an event in your ChildcareCRM/CRM+ system

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Logs & Events

Did you recently have an unscheduled conversation with a family? Did an important email occur outside of LineLeader Enroll that you want to take note of? If so, don't forget to log it within your CRM system!

To record something that already happened, simply create a "Log":

  1. Find the family

  2. Click the Add Log icon on the primary guardian's row

  3. Fill out the Log Event form including the "Event Description" and adjust the date and time.

  4. Click "Save"

Important: The difference between a task and a log/event is that the log/event has already taken place, whereas a task is something that is yet to happen and will need to be completed in future.

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