Export Milestone Template at the Global Level

Users can export a list of all Milestone Templates within the Milestone Templates library that have been created within the CTMS.

To export the miltestone templates, follow the steps below.

1. From the left-hand navigation links, click on the Milestone Templates which opens the Milestone Templates window.
2. Click the Export button.

   

3. For the CSV or XLSX file formats, select either of the following:

   • Current Page: This option will export data on the existing page of the Contacts screen.
   • Custom: Here, specify the number of records to be exported by either clicking on the up and down arrows or entering the number of records since it is a free-text field.
4. Click Export.

   

5. The exported file displays the milestone data in the ‘Milestone tab’