Share import filter with others

Question:

We are using Excel to enter information that we import into Milestones Professional. We have several Excel users who are entering the information. I have a filter that works for me when importing with our Excel spreadsheet. How can I share my filter with other Excel users who also use Milestones?

Answer:

In Milestones Professional, it's possible to import or export filters that you have created for pasting your Excel tables into Milestones.

Choose Export Filter as shown. You'll be asked to specify a file name.
E-mail the resulting filter to your co-workers and ask them to save. (or put your filter in a shared location which your co-workers can access)
Tell your co-workers to use the Import Filter button when they import.