Custom Role: Create New > Note, File, Email, Letter and PDF links not available on Custom Records

The custom role has Full access to a custom record. When the user views a specific entry in the custom record, then hover the mouse over Create New icon, some options are missing. In the Administrator role, the links to create new Note, File, Email, Letter and PDF are available.

Note: In the Custom Record Type, Allow Attachments, Show Notes and Enable Mail Merge options are enabled.

The links Note, File, Email, Letter and PDF are permission driven. Below are the permissions needed for each link:

Note – Notes Tab

File – Documents and Files

Email – Mail Merge

Letter – Letter Messages

PDF – PDF Messages

The role also needs the Track Messages permission with at least Create level of access.