CallClerk - Settings - Call Blocking (How to block telemarketers / robocalls)
CallClerk blocks calls based on the caller id information provided by your phone company; either the caller id phone number or caller id name can be used to block a call.
To block calls, the Call Blocking feature needs to be turned 'ON' in the CallClerk - Settings - Control Panel
window for Blocked Callers.How CallClerk determines which calls to block
CallClerk determines how to block a call based on a variety of factors.
First, its important to note that each call has associated with it a directory entry. Directory entries are automatically generated for all new callers. Each directory entry contains information that helps CallClerk determine how to block calls - this information includes the caller id data from your phone company as well as a CallClerk Caller Type. For more information the CallClerk Directory click
CallClerk Caller Types:
Call Blocking by Caller Type:
By default CallClerk's Call Blocking feature is turned on for 'Blocked' callers and off for 'Familiar' and 'Unfamiliar' callers.
These setting can be changed on the
CallClerk - Settings - Control Panel window.
Directory entries with caller types of 'Custom' allow all of CallClerk's feature, including Call Blocking, to be turned on or off in any combination.
CallClerk determines if its going to block a call or not as follows:
The above all happens very quickly
1. When a call comes in, if CallClerk finds a directory entry exactly matching the caller's caller id number, CallClerk will use the caller type of the associated directory entry to determine if the call should be blocked.
2. If there is no matching directory entry, CallClerk will look to see if you have any directory entries set up to handle calls with high level prefixes - for example for all 1-800 calls. If such an entry is found, CallClerk will block the call based on the caller type of that templated entry. For more information please click
3. If there is still no match, CallClerk will look to see if you have a Directory entry set up to handle calls with a specific name - for example all calls from "Doe, John" regardless of the number. If such an entry is found, CallClerk will block the call based on the caller type of that templated entry. For more information please click
4. If there is still no match and you are using CallClerk's Outlook integration feature, CallClerk will check to see if the caller's number can be found in your Outlook contact lists. If a match is found CallClerk assigns an 'Unfamiliar' caller type. Outlook entries can also be imported into the CallClerk directory, and the imported directory entries can have their caller types set to 'Familiar', 'Unfamiliar' or 'Blocked' through the import process. If the Outlook entries are imported into the directory, their caller type in the directory will be used (point 1 above) rather than an 'Unfamiliar' caller type being used.
5. If there is still no match, CallClerk will look in your personal Blacklists and Whitelists for names and numbers to determine if the call should be blocked. CallClerk will block a call if it finds a matching entry in either your name and number Blacklist as long as that entry is not superseded by an entry in your Whitelists. For example a Blacklisted Caller ID name entry that matches to the pattern "*Lawncare*" can be used to block any call that has a caller id name containing the word "Lawncare". However if there is also a Whitelist entry for *Joes Lawncare* then calls from "Joes Lawncare" will not be blocked, but calls from "Raphs Lawncare" will be blocked. CallClerk's Blacklist and Whitelist processing is described in more detail below.
6. If there is still no match, then if the option to 'Block when Caller ID Name matches Caller ID Number is checked, then the call will be blocked if the Caller ID Name and Number match.
7. If the call has not yet been blocked, then if the option 'Block invalid numbers in North America' is checked, the call will be blocked if the Caller ID number is invalid according to the
North America Numbering Plan (NANP) standards (for more information, pelase see below).
8. If the call has not yet been blocked, and if the caller id information is not covered by a Whitelist name or number entry, CallClerk can optionally also check the whocalled.us database of nuisance callers, as described in more detail below, to determine if the call should be blocked.
9. If while the answering machine is active you press '99' on your phone's dial pad, the call will be blocked.
10. If the call has not yet been blocked, CallClerk will designate the call with a 'Unfamiliar' caller type and assuming you have 'Unfamiliar' calls set up with the Call Blocking feature turned off in the CallClerk - Settings - Control Panel, the call will not be blocked.
Note: As all new calls are generally assigned a default caller type of 'Unfamiliar' setting the Call Blocking feature 'ON' for 'Unfamiliar' and 'Blocked' callers, and off for 'Familiar' callers, will effectively have CallClerk block all new calls except if they are in your Familiar list.
As soon as CallClerk gets the caller id info it starts to work on blocking your call as needed.
In most countries the caller id information is normally delivered between the first and second ring - the U.S. and Canada are examples. In these cases it means that you may hear your phone ring once before you phone company delivers the caller id information and before CallClerk can decide to block the call or not.
Also, even through checking the whocalled.us can take some time in some cases this can happen well within a couple seconds, and even in that situation the call can be blocked before the second ring.
However, in some countries phone companies deliver the caller id information before the first ring - the U.K. and Israel are examples. In these cases you may not even hear the phone ring at all when a call is blocked.What happens when a call is blocked
When CallClerk 'blocks a call' what it does is answers the call, optionally plays a Special Information Tone (SIT) and/or pre-recorded message and then hangs-up.
The SIT may fool some telemarketer's auto dial equipment into believing your line is disconnected.
You can use CallClerk's default pre-recorded message for blocked callers, which say "Please take this number off your calling list and do not call again, calls to this number are being logged.", or you may record your own.
Non voice modems, which can not play the SIT or the call blocking message, will simpy answer the line wait a few seconds and hang up.Blacklists and Whitelists
CallClerk supports Blacklists and Whitelists for both CallerID Names and Numbers. When CallClerk is deciding if it is going to block a call it looks at these lists.
To determine if a call is going to be blocked based on the Blacklists and White Lists the program checks the Caller ID Name from the phone company and the Caller ID Number from the phone company to see if there is a match in the black / white lists:
The call will then be blocked unless there is a Whitelist entry that overides at least one of the blacklisted entries
Black / White lists for names may contain "*"s. A "*" means any characters. Example entries:
| ||Smith, Joe||matches exactly against 'Smith, Joe' - nothing more, nothing less|
| ||Smith*||matchs any name equal to or starting with 'Smith', for example: ‘Smith’, ‘Smith and Wesson’, or ‘Smithsonian Institute’|
| ||*Smith||matchs any name equal to or ending is Smith, for example: ‘Smith’, ‘Fred Smith’, or ‘Johnny Blacksmith’ |
| ||*Smith*||matchs any name equal to or containing 'Smith', for example: 'Smith', ‘Smith and Wesson’, ‘Fred Smith’, or ‘Goldsmith, Charlie’|
| ||*Sm*Joe*||maches any name containing in part or in whole 'Sm' and in part or in whole 'Joe', for example: 'Smith, Joe', or 'Smallwood, Joey'|
Please note: capitalization is ignored when matching against names
Blacklists for number contain the leading digits of a phone number. Example entries:
Note: some phone company's in North America require a 1 in front of long distance numbers. Example:
For example a Whitelist entry of Joes Lawncare would override *Lawncare* for a call from Joes Lawncare but not one from Ralphs Lawncare.
Also a Whitelist entry of 800555 would override a blacklist entry of 800 for the number 8005551234 but not for the number 8005561234.
To add a new entry to a blacklist or whitelist, just enter it at the bottom of the list.
To edit an existing entry, just double click on the entry in the list and edit it.
To remove an entry, just double click on the entry in the list, delete all the numbers/characters for that entry, and then click anywhere else on the windows.
CallClerk automatically sorts entries in your blacklists and whitelists.
Blacklists and Whitelists can be imported and exported from the CallClerk - Blacklists and Whitelists window. To get to this window just click the button entitled 'Update Blacklists and Whitelists' on the CallClerk - Settings - Call Blocking window.Call blocking with the help of whocalled.us
Whocalled.us is an independent online service used by those who want to access and report information on nuisance callers.
CallClerk is designed to interface with whocalled.us to help identify calls to be automatically blocked.
Whocalled.us provides a score for nuisance callers based reporting from the whocalled.us community. Scoring in whocalled.us roughly translates into one point being applied for each unique person who reports the caller's number. CallClerk can also work with Whocalled.us to determine scoring based on the number of calls reported in a particular time frame.
CallClerk works with this scoring system and your choices to automatically block a call, here's how ....
First, you need a (free) whocalled.us account from
Once you have your account, just enter your user id and password on the CallClerk - Settings - Call Blocking window. Please note: when setting up your whocalled.us userid and password on the whocalled.us website please do not use any special characters in either, that is to say please only use letters and numbers in your whocalled.us userid and password.
After you have entered your account information just set the criteria at which new callers will be automatically blocked - for example a score of 2 in the last 90 days.
New callers will then be assessed and blocked based on the criteria you have set. When CallClerk blocks a call with the help of whocalled.us the CallClerk pop up window will appear in orange and the caller's call type will be set to 'Blocked'. If you don't see the orange pop up don't worry, as after that all calls from that number will be blocked (and the CallClerk pop up window will appear in red). To prevent the call from being blocked, simply change the caller's call type to 'familiar' or 'unfamiliar' in the CallClerk directory (assuming the Call Blocking feature is turned 'OFF' in the CallClerk control panel for those types of callers.
Reporting a caller to whocalled.us
You can report nuisance callers to whocalled.us with the help of CallClerk. This is done by either clicking the 'Block' button on the CallClerk Display Pop-up window, or by clicking on 'Edit - Report to whocalled.us' from the CallClerk - Directory
CallClerk History windows
. When you do this you will be provided a confirmation window (example below) showing you the caller id information and allowing you to optionally enter 'who this really is' (if you feel the caller id name was not a good indication), as well as your comments about the caller/call.
You can optional identify your postal code in the CallClerk - Settings - Call Blocking window to have calls reported by you mapped on the whocalled.us service.
If you have already reported the caller's number to whocalled.us at least once before and the caller's number is tagged with a caller type of blocked, then subsequent calls from that number will be blocked and reported to whocalled.us automatically. Please note, you need to report a caller's number to whocalled.us at least once before the subsequent calls from that same number will be automatically reported to whocalled.us. That is to say, if you block a call but have never reported it to whocalled.us before, subsequent calls from that number will not be automatically reported to whocalled.us.
If report of a nuisance caller to whocalled.us it will be publically viewable by the whocalled.us community. Your reporting will also be helpful to other CallClerk users using this service.Call Blocking based on a match of Caller ID Name and Caller ID Number
Sometimes when telemarketers spoof their caller id information the Caller ID Name and Caller ID Number they use match. CallClerk allows you to automatically block such calls. In terms of matching, this means when the Caller ID Name and the Caller ID Number are either the same, or when either of the two has the digit "1" in front of it and the other does not. For example, 5551234576 and 15551234567 are considered matches.
Of note, even with the option set to block calls when the Caller ID Name and Caller ID Number match, a caller can be overridden not to be blocked if it is already set up as an entry in the CallClerk Directory with a caller type of something other than ' Blocked' , or if either the name or number are defined in the CallClerk Whitelist.Call Blocking based on an invalid North American Number
This option is only available if your Windows Regional Settings indicate you are in a country which uses the
North America Numbering Plan (NANP) standard. If your Windows Regional Settings indicate you are not in a country using the NANP standard then this option will be greyed out.
If the option 'Block invalid numbers in North America' is checked, the call will be blocked if the Caller ID number is invalid according to NANP standards.
Exceptions are allowed for 'unknown', '0', 'O' (out of area), and 'P' (private) calls which will be allowed.
Also for the purpose of this test an Area Code is valid if it follows the NANP numbering rules, even if it not yet assigned. For example, Area Code '011' is invalid and would cause the call to be blocked, while Area Code '255' would not be blocked as it is valid albeit unassigned A list of unassigned Area Codes can be found
here, you may add them to your blacklisted area codes if you would like them to be blocked.When a call is blocked (automatically hung up on)
Options that can be set are:
1. Play Standard Intercept Tone (SIT) before hanging up. The SIT is a special sound used to identify numbers that are invalid, in some cases this will fool telemarketers auto dial systems into thinking your number is not valid.
2. Play a message before hanging-up.
If this option is checked CallClerk will play a message to the blocked caller before hanging up.
The first place CallClerk will look for the message to be played is the directory entry for the specific caller.
If no specific greeting exits CallClerk will play your personal default blocked message which you recorded or imported.
If you have not recorded or imported a personal default blocked message CallClerk will play a default message that says "Please take this number off your calling list and do not call again. Calls to this number are being logged.".
You can record your own default blocked message by clicking on the [Record] button (it will turn to a red [Stop] button), speaking into a microphone connected to your sound card, and then clicking on the red [Stop] button to end your recording.
You can also import a pre-recorded .wav file. To do this click on the [Import] button, find the file and click on OK.Other Notes
These options can only be set if you are using a modem in TAPI mode. For more information please see the
CallClerk - Settings - Modem window.
To test the above click on either of the test buttons.
Caller ID is delivered in some countries (such as the UK) before the first ring, and in others (such as the US and Canada) between the first and second ring. Once the caller id is provided by your phone company CallClerk will be able to immediately hang-up / block the call.
Once the current settings have been modified the changes may be permanently applied by clicking on the [Apply] or [OK] button or voided by clicking on the [Cancel] button. If either the [OK] or [Cancel] button is pressed then the CallClerk - Settings window will be hidden.
The CallClerk - Settings - Call Blocking and the Call Blocking Confirmation windows look like: