Brandon - I'm a certified Method consultant and Solution Provider and provide an extensive amount of method support and customization services for clients. Let me know if I can help in any way in the future. To answer your questions;
a. I was able to replicate this on the standard Method screen. The Method engineers will probably need to push out a fix to this, but if this is needed urgently, that link can be reprogrammed to work until they push out an update on that screen.
b. We probably need more info on this. Is this a grid that you've tried to add to the mobile users role? Perhaps I'm misunderstanding the question but I don't think the activities grid is by default included in the Mobile Users role. In any case, this can be customized to work.
When in the Sales role, sales reps can make notes on opportunities that are associated with the customers. If they'd like to make notes that are tied directly to the customer, the customer notes field would need to be added to the customer list screen. Same goes for the mobile role. The field would need to be added to a screen that's available in the mobile role.
Creating a list of customers by city can be accomplished by creating a grid sorted by city, or can be accomplished by creating a report that displays the customer list sorted by city. The listing of customers by sales dollars is a little more complex to do in Method but is possible. This report can be pulled from QuickBooks though fairly easily though so you can either pull it from QuickBooks, or have a report customized in Method to pull this.
Again, let me know if I can help with anything else in the future.
Selwyn van Rooyen, Wyn Solutions
www.wynsolutions.com
804-612-6100