We need to be able to apply credits from one bundle member to another's -

The concept of a corporate membership might be a bit different from a family membership or other group memberships. I envision a Corporate membership to be structured in a way where there is a separate Corporate member record, the corporation is the member and people (employees) are linked to the corporate record. The people attached to the corporate membership, have member privileges, and people register for meetings and events, while the corporate entity pays the dues. The current system does not quite do this. For instance when tracking renewals, the summary report counts the number of people renewing not the number of companies renewing. Right now the directory is person based not corporate based, unless you only want to show the bundle administrator.

CRM capabilities need to be introduced to Wild Apricot to manage entities relationships...

Having individual records be in a different membership level from parent record would work for me - as long as the individual memberships don't require a unique email address.

The bundle or bundle admin needs its own fields i.e. bundle name, bundle address etc.. When you look at a bundle member record or card it should clearly show the name of the bundle that the bundle member belongs to (not the name of the bundle admin). The bundle admin record or card should show the custom fields specific to the bundle i.e. bundle name, bundle address etc.

Most useful to me would be the ability to have an administrator for the bundle who will not be one of the members. We do a lot of work with academic institutions, and often we'll want six faculty members in a bundled membership (for a conference), but have the membership managed and administered by a university department admin staff, rather than one of the faculty.

Theresa, thanks for details.
As I understand, the issue is that members can't sing-up themselves as part of the firm. The system should recognize them somehow that they are part of the firm or they can select the firm manually. Now they can sign up only as individual members or admin adds them to the firm. Am I right?

Katya,
Membership management at Wild Apricot.

We would like to be able to show when the firm joined and the past history / dates of membership as at time we have firms that do not renew one year, but return another year, but since membership records stay with the individual, if that individual leaves / changes firms (member or nonmember) their past company membership stays tied too their name and not the company name.

We would like the membership to belong to the company and anyone with an email address with that company would be considered a member. Now if they are not already assigned to a bundle they only have the option to attend a program at the nonmember rate. They're busy, sign up and pay and then ask us for a refund for the difference creating a lot of extra administrative time and hard feelings on the part of our members.

We would like to use this feature for a company to pay for their employees to attend one of our trainings. The bundle admin may or may not be a member of our organization. The way we would like to manage this feature (I apologize if this is repeated anywhere):

Current members can still sign up for the event on their own.
Bundle Admin can choose his/her members from member list to add to bundle.
Bundle Admin can choose to create a member and have it added to group invoice.
Bundle admin can choose different membership or non member options (our training prices are different according to whether they are members but non members can attend at a higher cost).
Bundle Admin representative has access to payment options. (Sometimes the manager isn't making the payment, their payroll department will be handed the invoice).
Group invoicing.

I think that's it :)

Perhaps this has been discussed already however in my opinion the bundle administrator does not work using a single price for a bundle. I cannot imagine that the are a lot of NFP's that would use this. We have many members that have a staff member that pays for their membership and register them for events etc. I would think that it would be very easy to allow a contact to manage any member that assigns the contact as their account administrator. The account administrator would be able to renew memberships, manage events etc for those people in their group and pay all invoices for the members they manage. It is simply to time consuming and cumbersome for our association staff to try and manage the people in a group and adjust membership for the group dependant on the number of members in the group

JimF, I think you can do what you want by adding extra cost items as membership fields. These will appear on dues renewal invoices.

See this thread: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/14748090-multiple-lines-on-renewal-invoices and this help page: https://help.wildapricot.com/display/DOC/Extra+membership+costs#Extramembershipcosts-Extramembershipcosts)

We would need to be able to set pricing for family members ("bundle members"). Child members don't pay the same amount as parents do, in fact due to the frequent coaching that the HS children receive their membership costs are greater than that of the parents. Also, some families ("bundles") have more members than others, so how does it make sense to have a single Bundle price regardless of the number of members! Otherwise we're setting up a Bundle for every possible combination of adults & children that might occur. Ouch.

Have the option to name the bundle rather than have them be represented by the name of the bundle admin

Have it as an option as not all members have the same site location as the Bundle Admin.

Allow custom fields for bundle administrator to be carried to all bundle members. E.G. We bundle by the custom field Program name. We would like to be able to have Bundle Administrator Program name be automatically added to each bundle member.

Our members are bundled under the same household (same address, phone, membership level). I'd like the option to revert profile fields (address, phone) to the bundle admin, but customize others (email, photo, cell) to the member.

I'd also like member summary dashboard, reporting, etc. to toggle between bundles and individual members.

Yes! This would be incredibly helpful not only to us, but especially for our members who are really frustrated at having to manually enter all the information, which, when you're adding 11 new people for one company, takes a lot of time. The sooner the better :)

In our case, the bundle membership is used for household memberships, meaning that all members of a bundle typically share the same contact information except for email address and cell phone number. So I would like to be able to add the option, when adding a member to a bundle, to be able to check a box that says "Same contact information as Bundle Administrator" and then have that information auto fill for the new bundle member.

Balance due needs to be able to be paid by more than just the bundle Admin or person who acquired the cost. For example, I have companies who pass invoices along to a financial department who is not a bundle admin. As an added bundle member they cannot view / pay invoices.
The option to select what each bundled member can view would be BEAUTIFUL! For example, 5 bundled members total, Selections on... listed in directory, financial access, renewal ability, events etc.

Hope that's clear as mud or better. Thanks!