FIELD DESK

Market operations, in one place.

Sign in to manage market days, vendors, compliance records and field documentation.

Vendor Access

Vendors can use the portal, apply without creating an account, or claim an existing CFMC vendor profile.

MARKET DAYS

Add Market Day

The Market Day starts in Scheduled status. Field Desk will attach the market's active opening checklist and automatically add approved vendors whose participation includes this date.

MARKET DAY

Edit Market Day

Adjust this individual Market Day without changing the recurring schedule rule or any other generated dates.

MARKET DAYS

Generate Recurring Schedule

Market weekdays
Choose a date range and weekday pattern, then preview the schedule.

Existing Market Days are never overwritten. Approved vendor participation and compliance are evaluated automatically for every new date.

MARKET DAYS

Cancel Market Day

The date remains in history and the recurring schedule generator will not recreate it.

VENDOR ATTENDANCE

Check in vendor

COMPLIANCE OVERRIDE

Attach override evidence

Attach a photo, scan or PDF presented to the manager. The original override reason remains part of the audit record.

Choose a new photo, image or PDF to upload as override evidence.

Evidence can be attached after the market closes. Existing vendor documents can be linked without uploading a duplicate file.

VENDOR MANAGEMENT

Add vendor

MARKET ASSIGNMENTS

VENDOR HISTORY

Add contact note

COMPLIANCE

Add vendor document

OCR REVIEW

Confirm extracted text

Field Desk never verifies a compliance document from OCR alone. A manager must confirm the result.

MEDIA

Upload field media

Images, PDFs and short videos up to 50 MB are supported in this development version.

VENDOR PRODUCTS

Add approved product

Approved products are the comparison list for booth-photo analysis. Field Desk does not infer approval from a booth photo.

BOOTH REVIEW

Prepare booth-photo analysis

Choose 1–4 images, 20 MB combined maximum. Photos are stored privately and linked to the vendor and Market Day. If paid vision is off, the review is saved in Prepared status for later analysis.

MANAGER VERIFICATION

Review detected booth products

AI results are suggestions only. The manager’s review is stored separately from the machine result, and no vendor compliance decision is made automatically.

MARKETING HUB

Create media collection

VENDOR PORTAL

Create vendor invitation

APPLICATIONS

Create vendor application window

Participation choices vendors may request

INVITATION-ONLY ACCESS

Allow vendor to apply

QUESTIONNAIRE

Add application question

COMPLIANCE CONFIGURATION

Add compliance requirement

Review & OCR
Metadata the organization requires
Enable only when this requirement accepts a document with no expiration date. Documents with an expiration date still receive renewal reminders.

APPLICATION REVIEW

Vendor application

Decision notes are saved with a successful application decision. Staff document notes are saved separately with Save review.

COMPLIANCE REVIEW

Review vendor document

VENDOR APPLICATION

Application

VENDOR PORTAL

Upload document

STAFF ACCESS

Invite staff member

The administrator assigns the staff role and market access before the invitation is sent. Market Managers must be assigned to at least one market.

Assigned markets
A Market Manager can see and operate only the markets selected here.

STAFF ACCESS

Edit staff access

Assigned markets
Only assigned markets are visible and operable in the Market Manager's staff desk.