Child record picker on 3 different parent record fields

Question

I have a parent table Client. The three fields of interest are Email, First Name, Phone. Each are listed in the parent Default Record Picker.

I have a child table Ticket. The Ticket table has 3 fields; Client:Email, Client:First Name, Client Phone.

In the Client-<Table relationship

Email is the key field in the parent.

Client:Email is the reference field in the child.

Client:First Name and Client:Phone are lookup fields.

I really would like my Ticket form to be able to offer the drop down for all three fields, Client:Email, Client:First Name, Client:Phone to allow a user to pick the relevant client via any one of the three fields.

What I am getting now is the drop down for the Client:Email field but no ability to see a drop down for either Client:First Name or Client: Phone.

Maybe I am, as usual, making this too hard. The form should have a single 'Contact' (the label but really associated with the Client:Email field)) and the user can put any of the three field values in this labeled 'Contact', get the dropdown which does show all three fields so whatever the user enters into Contact dropdown can display the related three fields so the appropriate client can be selected . I might try this but is this the 'correct' solution?

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Katherine Oakey
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KatherineOakey · Answer

This 'solution' also doesn't do what I envision.

I get the default record picker of 3 fields. But, if I enter something that isn't the email, it wants to create a new client.

I would really like three different dropdowns; one for each of the 3 fields so someone who is using the Ticket form can choose which of the 3 fields to use to look up a client and then have the remaining two fields 'filled' in from the selected client record.

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Katherine Oakey
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