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Saved business records

Everything you save in Matching Sox Business lives here, on this device. Edit records, export a spreadsheet, or download a backup before switching devices.

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Open saved records →

Opens inside Matching Sox Business. Free, no account, saved only on this device.

What it does

Saved records lists rep applications, leads, quotes, invoices, receipts, commission entries and saved business forms, newest first, with the name, the time saved and, where there is one, an amount. Edit reopens a record in its own tool; Delete removes it after you confirm. Export CSV downloads a spreadsheet with type, name, date, amount, status and follow-up columns. Download backup saves a complete JSON file, and Restore backup replaces the current records with a backup file after checking it is valid. Clear all records permanently removes every record on this device.

Think of Saved records as the filing cabinet for everything else in the app.

How to use it

Open Saved records.
Choose Edit on any record to reopen it in its tool.
Choose Delete to remove a record you no longer need.
Use Export CSV for a spreadsheet of all records.
Use Download backup to keep a complete copy.
On a new device, use Restore backup with that file.

Example

At the end of the quarter you have 5 records: one application, one lead, one invoice, one commission entry and one offer letter. Export CSV gives you a 6-row spreadsheet: the header plus one row per record. You download a backup, move to a new laptop, choose Restore backup, and all 5 records come back exactly as they were.

Tips

Download a backup before clearing browser data, using private browsing, or changing devices.
Restoring a backup replaces what is on the device; it does not merge.
Keep backups somewhere safe; they can contain customer details.
Use the CSV for accounting or reporting in your spreadsheet app.