Hi 4Annette,
Thanks for the added information.
I understand we are just trying to locate the CR number in the matching section of bank transactions. What I was referring to is not the automatic match but instead, the possible match feature of the program which shows you a possible match that you could either approve or remove. If still, this does not prompt you for a possible match, I suggest narrowing the search by filtering all transactions and contact. As the CR number does not show up in this field, we will need to open each transaction under the customer and scroll down to the bottom (activity history) you will then see the CR number. I understand this is considered an added step, but this will ensure that it matches properly.
Here is the help article Matching bank Transactions for added information on the matter.
Feel free to let us know if you require any further assistance.
Cheers,
Genreve